Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
486 Views
Samsung. When Your Cash Cow Turns Into Your Achilles Heel.
Q1’23 operating profits of 0.64 trillion won, the lowest since Q1'09. Strong S23 sales saved the day. Outlook is for more of the same, albeit the...
357 Views
Memory Downturn: No End in Sight
Semiconductor memories have collapsed - when will they turn around? After a revenue drop of 60%, memory maker management still have no concrete...
324 Views
SK Hynix Calls Time On The Memory Downturn
SK Hynix reported a Q1'23 net loss of ~ US$1.9 billion. Q1'23 pegged as the trough. Recovery may be nigh, but macro outlook has actually worsened....
315 Views
LRCX. Memory Bites. Hard
With ~2x exposure to memory compared to its peers, LRCX is feeling the pain.Q1 revenues of $3.87 billion were -26.7% sequentially and -4.4% YoY....
378 Views