Bitcoin – A Crowd-Pleaser Once Again
Money has been in existence for many millennia but until very recently it has been limited to one of two forms: commodity-based or fiat. Both...
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Reasons Why DRAM Price Might Be Better than NAND in 2017
Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...
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We Don't Need Special Glasses to See Micron's 3D NAND Opportunity
Over the past year, Micron has faced both a series of technology transitions and a cyclical downturn driven primarily by weak DRAM memory prices,...
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Tech M&A Targets
In this report, we predict which technology companies will be targeted over the next two years, who is likely to acquire them and why.Some of the...
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Snapshot at Micron's Guidance Beats and Progress on Inotera Transaction
Executive summary Micron Technology Inc (MU US) guides a strong 4Q16 sales growth of 10-20% q/q and 6-15% y/y to US$3.55-3.85bn, beating Bloomberg...
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