Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
311 Views
Taiwan Tech Weekly: Micron Earnings to Provide Memory Outlook; Taiwan Vs. SOX Divergence
Micron earnings this week, will provide insight on the outlook for the memory chip space. We remain biased to be Long Micron vs. Short Nanya Tech.
204 Views
Samsung. The Spending Spree Goes On. And On. But Why?
In sharp contrast to their competitors, Samsung has announced no plans to cut wafer output, headcount or equipment CapEx spending. But why?
295 Views
Globalwafers Q4 2022 Earnings Key Takeaways
Globalwafers is bucking the trend with a sequentially flat CY2023 revenue forecast. Q4 2022 delivered the company's twelfth successive quarter of...
300 Views
Semiconductor Memory Segment Q4 2022 Review, 2023 Outlook
We anticipate memory revenues to trough in Q1 2023, be sequentially flat Q2 followed by modest growth through H2. So far, Q1 has not shown any...
327 Views