Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
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Samsung. The Spending Spree Goes On. And On. But Why?
In sharp contrast to their competitors, Samsung has announced no plans to cut wafer output, headcount or equipment CapEx spending. But why?
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Semiconductor Memory Segment Q4 2022 Review, 2023 Outlook
We anticipate memory revenues to trough in Q1 2023, be sequentially flat Q2 followed by modest growth through H2. So far, Q1 has not shown any...
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Semiconductor Collapse Is Following Predicted Course
Today's semiconductor market is closely following the forecast we shared in October. This Insight compares the forecast to actual data for the...
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Semiconductors: 2022 Review & 2023 Outlook
2023 is shaping up to be the reverse of 2022, i.e. downturn continuing through H1 with recovery in H2. A lot depends on when PC and smartphone unit...
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