Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

Founder/CEO of ROK Advisory

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Event-Driven

On the latest earnings call, <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> responded to a question on M&amp;A that has perked the interest of investors.   Is a M&amp;A in the cards in the near future?  We examine the likelihood and possible target(s).

On the latest earnings call, Samsung Electronics (005930 KS) responded to a question on M&amp;A that has perked the interest of investors.   Is a M&amp;A in the cards in the near future?  We examine the likelihood and possible target(s). 

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

DRAM chip prices have been rising for a the past few weeks.  Although blame has been attributed to a power failure at a Micron Technology plant in Taiwan, the price hikes are really the result of insufficient capital spending in 2019.

DRAM chip prices have been rising for a the past few weeks.  Although blame has been attributed to a power failure at a Micron Technology plant in Taiwan, the price hikes are really the result of insufficient capital spending in 2019.

One-Hour Power Outage, 9 Weeks of DRAM Price Hikes

Equity Bottom-Up

Micron reported earnings above guidance in its first fiscal quarter, and told of a new effort to increase its share of industry profits without changing its share of industry gigabit sales.  Although the company was hit in early December by both a power outage and an earthquake, production has not been substantially reduced.  Customer demand is currently somewhat constrained by shortages of chips that Micron does not produce.

Micron reported earnings above guidance in its first fiscal quarter, and told of a new effort to increase its share of industry profits without changing its share of industry gigabit sales.  Although the company was hit in early December by both a power outage and an earthquake, production has not been substantially reduced.  Customer demand is currently somewhat constrained by shortages of chips that Micron does not produce.

Micron Reports Solid 1QFY21, Adds New Twist to Strategy

The Semiconductor Industry Association released world semiconductor revenues for November.  The trend is still positive with year-to-date revenues 5.9% above those of 2019.  This helps underscore the improved guidance chip makers are providing.

The Semiconductor Industry Association released world semiconductor revenues for November.  The trend is still positive with year-to-date revenues 5.9% above those of 2019.  This helps underscore the improved guidance chip makers are providing.

November Semiconductor Sales Continue Upward Trend

President

Thomas Coughlin

Coughlin Associates

Solid state storage is now primary storage in many applications, driven by the wide-spread use of NAND flash.  NVMe is now the dominant SSD interface, enabling new network and storage architectures.  MRAM and 3D XPoint memory are appearing in many storage/memory products and the slow-down in NOR, SRAM and DRAM scaling are opening opportunities for RRAM and FRAM memories as well.  All these memory technologies are enabling established and startup companies.

Solid state storage is now primary storage in many applications, driven by the wide-spread use of NAND flash.  NVMe is now the dominant SSD interface, enabling new network and storage architectures.  MRAM and 3D XPoint memory are appearing in many storage/memory products and the slow-down in NOR, SRAM and DRAM scaling are opening opportunities for RRAM and FRAM memories as well.  All these memory technologies are enabling established and startup companies.

Solid State Storage and Memory in 2021:  New Opportunities for Leaders and Startups

United States

Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.

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Micron Technology (MU US)

Samsung Electronics - M&A in the Cards?

Samsung Electronics' M&A desire. To me there is a clear target that can be done in the near future even with JY Lee in the can.

Ken S. Kim

One-Hour Power Outage, 9 Weeks of DRAM Price Hikes

DRAM prices are rising thanks to a blossoming shortage, and not Micron's power outage that is commonly named as the reason.

Jim Handy

Micron Reports Solid 1QFY21, Adds New Twist to Strategy

Micron reported better-than-expected earnings in its January 7 earnings call, with a new strategy and technology leadership to improve...

Jim Handy

November Semiconductor Sales Continue Upward Trend

The just-released November chip sales figures showed surprising strength. This Smartkarma Insight explains why the chip market is burgeoning while...

Jim Handy

Solid State Storage and Memory in 2021: New Opportunities for Leaders and Startups

Solid State Storage/Memory enables new applications in 2021, fueling storage systems and embedded device established and startup companies.

Thomas Coughlin

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