Micron. Separating Fact From Fiction
From analyst downgrades to Chinese court injunctions to the high-profile split with Intel, Micron has encountered a plethora of negative catalysts...
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Intel's Life Saving Acquisition Coincides With A Death Cross
Intel's recently announced acquisition of startup Netspeed Systems is a clear signal that the company is scrambling to emulate Advanced Micro...
858 Views
NAND Flash Prices Continue to Drop
NAND flash prices, which have been in decline for the entire year, reached an interesting level of $0.08/GB on the spot market last week. This...
508 Views
Renesas Electronics: Excessive Focus on IDT Deal Multiple Belies Long-Term Strategic Potential
We visited Renesas Electronics (6723 JP) today and discussed the two key issues on investors minds: Inventory build-up is on its way to being...
513 Views
TSMC May Have Another New Customer. Intel.
Taiwan Semiconductor has a 56% share of the global semiconductor foundry market making it more than five times larger than its nearest competitor,...
614 Views