Semiconductor Memory Prices Still Falling
Memory chips are a strong indicator of the overall health of the semiconductor market. Recent upward motion in memory prices has given some...
460 Views
Intel. A Most Revealing Insight Into How The Company Views & Manages Its Competitive Positioning
Late last week an internal Intel Corp document was leaked and it contained some very frank and surprising admissions from the company regarding the...
497 Views
Micron Technology's Tough Call
Micron's June 25 earnings call was clearly a very difficult event for the company's executives. Not only is the company suffering the impact of a...
480 Views
Smartkarma Originals
Samsung Electronics. A Bearish Investment Thesis.
EXECUTIVE SUMMARY We have a negative view of Samsung Electronics over the next one to two years. We believe investors will have an opportunity to...
839 Views
April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
557 Views