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...
371 Views
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...
539 Views
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