Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
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What's Intel Doing in Memory Chips?
Intel is losing over one billion dollars every year on its 3D XPoint memory chips, a loss that is only partly offset by meager NAND flash and SSD...
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Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
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Samsung Earnings: Mixed Q1 Results and a Mixed Outlook
Samsung's first quarter earnings call provided a very unusual view of the impact of today's COVID-19 pandemic, showing a mixed impact of the...
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SK Hynix Earnings Call: Respectable Q1, but Unsettling Outlook
In today's earnings call SK hynix posted respectable first-quarter results with numerous warnings that the uncertainties of the coronavirus could...
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