Micron Surges On Revised Guidance, QLC NAND, Share Buyback At Investor Day
Micron made three significant, highly positive announcements at its investor day held on May 21'st. The upward revision of current quarter...
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Global Semiconductor Sales Up 20% YoY in Q1 2018
Yesterday, April 30'th, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $111.1 billion during...
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‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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Toshiba: Tilting Towards IPO, Farallon Pops Up, but Will NAND Supply Demand Have the Last Laugh?
News yesterday morning that Toshiba was considering stepping away from selling its memory business to Bain if Chinese antitrust approval is not...
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Micron Technology - A Call Optionality on Trump's Art of the Deal?
In the past few days, we have seen some major swing moves in Samsung Electronics Co Ltd (005930 KS) and SK Hynix Inc (000660 KS), who together have...
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