China's New Semiconductor Thrust - Part 1: Why and How?
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
645 Views
Samsung Electronics Voluntary Red Flag on 1Q Earnings
SamE voluntarily red flagged its 1Q19 earnings even before 1Q ends. SamE mentioned two things: 1. Falling memory chip prices and 2. slowing demand...
620 Views
Micron. Things May Be Getting Worse But They Are Still Remarkably Good.
On Thursday March 21'st 2019, Micron announced latest quarter (Q2FY19) revenues of $5.8 billion, at the bottom end of their forecast range and down...
536 Views
Samsung Electronics DRAM Economics: Adj. Valuation Shows Upside Potential at Current Price
The market misinterpreted Amazon's server DRAM demand cut in 4Q18. It wasn't a sign of falling demand. There isn't still any convincing sign of...
510 Views
Micron: Things Are Bad, and Getting Worse!
Today's Micron earnings call underscored how difficult the memory business is getting, and the company's guidance indicated that this is only the...
747 Views