Tech Wreck Rout Coincides With Record Semiconductor Sales Creating The Perfect Storm
The Semiconductor Industry Association yesterday reported worldwide sales of semiconductors reached $37.1 billion for the month of October 2017, an...
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Samsung Electronics Valuation Study
MS first started it. Soon after, several local brokerages and its wall street buddy GS struck back. Yes, I am talking about Samsung Electronics Co...
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Nikkei Said Apple Cuts Dialog on Power ICs Supply; We Highlighted This in May and More to Come
What's new?Nikkei News reported Apple Inc (AAPL US) is designing its own main power management chips for use in iPhones as early as in 2018,...
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Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash
NAND Flash bit shipment grew at a CAGR of 52% between 2010 and 2015, down from CAGR of 117% in the previous five years but still a remarkable...
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Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash
After peaking at just over $8 billion in 2006, NOR Flash revenues have been declining ever since and in 2016 amounted to just over $2 billion. This...
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