Inotera/Micron: Worst Days Look To Be Over
Fellow insight provider Andrew Lu recently put out a note titled: What Drives Memory Contract Hike of over 20% in 2H16?From his insight: According...
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What Drives Memory Contract Hike of over 20% in 2H16?
What's new? Economic Daily News (EDN) reports DRAM contract price hike of 15% q/q in 3Q16 and likely another 10% q/q in 4Q16 and NAND contract...
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Taiwan OSAT Vendors Dominated >80% of Profits but We See No Winner
SummaryAfter Jiangsu Changjiang Electronics Tech Co (600584 CH, JCET) in China consolidated with Singapore STATS ChipPAC starting 3Q15, we have...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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Another Look at China NAND Expansion
We believe set up of YRST is to combine all funding resources up to US$24bn from National Integrated Circuit Industry Investment Fund, Tsinghua...
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