Memory Chip Crisis - Oversupply Threat Is Not Imminent
Hynix was down more than 5% again on Friday. Samsung didn't do well either. Apparently, those having a negative view on memory chip business are...
213 Views
China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
216 Views
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
1.1k Views
Discover Singapore: Micro Mechanics (MMH SP)
Singapore is home to many wonderful small- and medium size companies. Discover Singapore series will highlight some of these Micro Mechanics...
843 Views
What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
402 Views