Semiconductor Storage NAND Flash Supply, Demand & Pricing Review Q2 2018
Much like its memory cousin DRAM, semiconductor storage, otherwise known as NAND flash, has experienced a record-breaking streak over the past two...
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Semiconductor Memory DRAM Supply, Demand Pricing Review Q2 2018
Semiconductor memory, more specifically DRAM, has recorded nine consecutive quarters of revenue growth during which sales increased more than 300%...
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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Morgan Stanley's Hynix Bashing May Lead to SKT Boosting
This is getting really interesting. Yesterday (Aug 6), SK Hynix Inc (000660 KS) took a brutal bashing from Morgan Stanley, and the price fell...
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