What a 5% DRAM Wafer Cut Really Means
Over the past few quarters leading DRAM and NAND flash makers have outlined their plans to cut wafer production by small percentages. This can...
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WSTS: Semiconductor Sales Grow Month/Month
WSTS (through the Semiconductor Industry Association - SIA) has announced that October semiconductor revenues increased to $36.6 billion, up 2.9%...
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Memory Market Revenue Overview 3Q19
All leading memory makers have released their earnings, and this allows us to see how the market is developing and how the various participants are...
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Memory. Revenues Rise Slightly QoQ While Operating Profits Look Set To Remain Under Pressure.
After the latest earnings reports from Samsung Electronics and SK Hynix, there are clear signs of recovery in both DRAM and NAND. In the case of...
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Korea - Shorts Cover as Market Rallies
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 8...
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