Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
250 Views
Interview with DRAMexchange/Trendforce on DRAM Market Outlook
Summary 22% vs. 20%: Avril expects 2017 DRAM demand bit growth of 22% y/y, outpacing supply 's 20% y/y. Slower bit growth of 20% y/y for 2017 and...
251 Views
Sharp Announces JPY100bn OLED Investment. Return to TSE1 in Sight
Sharp Corp (6753 JP) appears to be accelerating its bid to supply OLED panels to Apple Inc (AAPL US) , increasing its spending plans from JPY57.4bn...
190 Views
Samsung's Dominance in Apple's OLED Supply Chain May Last Longer - Who Deserves Our Attention?
We all know one of the hottest things in the global tech market is small-sized OLED panels (or we can refer to as mobile OLED panels). Yes, Apple...
202 Views
Memory Spot Unlikely Goes up Further; Focusing on Contract Price Stability After Micron's Raise
Summary Micron raised already strong guidance: Post our raise on 1Q17 DRAM spot/contract price by 27%/11% and NAND flash spot/contract price by...
289 Views