Intel's 10nm Launch Raises More Questions Than It Answers.
On August 1, 2019, Intel finally launched the first of its long-delayed 10nm products, a tranche of mobile CPUs, code-named Ice Lake, and...
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Where Are We in the Semiconductor Memory Price Collapse?
This SmartKarma Insight takes a simple look at the current memory chip price collapse to learn where the industry stands in the current downfall,...
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The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Have We Hit the NAND Flash Trough?
In its most recent earnings call Western Digital executives told investors that the flash memory business has hit its trough, implying that...
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AEM (AEM SP): Strong 1H19 and Increased FY19 Guidance Leave AEM Trading at Less than 1x FY19 Sales
AEM reported solid 1H19 figures which beat consensus estimates. Management, for the second time in 2019, raised its FY19 sales guidance to 265-280M...
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