President

Thomas Coughlin

Coughlin Associates

Thematic (Sector/Industry)

Memory and storage demand are a critical ingredient in worldwide  digital transformations, spurred by the pandemic.  Demand for memory and processor investments, including domain specific processing, will drive semiconductor fab growth, especially in Asia through 2024.

Memory and storage demand are a critical ingredient in worldwide  digital transformations, spurred by the pandemic.  Demand for memory and processor investments, including domain specific processing, will drive semiconductor fab growth, especially in Asia through 2024.

The Pandemic Will Help Drive Silicon Wafer Fab Spending Increases Through 2023

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

China's flagship NAND flash maker, YMTC, is already in production and certain prognosticators predict that the company will take an 8% share of the  NAND flash market in 2021.  This Smartkarma Insight evaluates the company's current status and comes to the conclusion that its success with its current endeavor is less likely than these prognosticators would believe.

China's flagship NAND flash maker, YMTC, is already in production and certain prognosticators predict that the company will take an 8% share of the  NAND flash market in 2021.  This Smartkarma Insight evaluates the company's current status and comes to the conclusion that its success with its current endeavor is less likely than these prognosticators would believe.

Is YMTC Really a Threat to the NAND Flash Memory Business?

Equity Bottom-Up

The Wall Street Journal today published a leak that Intel and SK hynix are in negotiations for SK hynix to acquire Intel's memory business.  This Smartkarma Insight analyzes such a sale to determine its feasibility.

The Wall Street Journal today published a leak that Intel and SK hynix are in negotiations for SK hynix to acquire Intel's memory business.  This Smartkarma Insight analyzes such a sale to determine its feasibility.

Intel's Memory Business Sale.  Does It Make Sense?

The World Semiconductor Trade Statistics for August have just been released, and revenues increased for the second sequential month, a positive sign in a puzzling year.  All in all, it appears that the semiconductor sector is faring well despite the pandemic.  It's far too soon to call this growth a trend, though, but it currently appears that the industry is poised to grow at its historical 3.9% annual average rate.

The World Semiconductor Trade Statistics for August have just been released, and revenues increased for the second sequential month, a positive sign in a puzzling year.  All in all, it appears that the semiconductor sector is faring well despite the pandemic.  It's far too soon to call this growth a trend, though, but it currently appears that the industry is poised to grow at its historical 3.9% annual average rate.

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<a href="https://www.smartkarma.com/entities/micron-technology-inc" target="_blank" data-smartkarma-citation="entities:13382:1" rel="noopener">Micron</a> reported FQ4 revenues of $6.1 billion, in line with expectations and up 12% sequentially and up 25% YoY. It was a solid result and was the company's third successive quarter of increasing revenues and net income. However, Micron's revenue forecast for the current quarter of $5.2 billion at the midpoint, along with a 7.4 percentage points sequential decline in gross margin, sent the company's share price tumbling in after hours trading. NAND pricing and the loss of Huawei's business were two of the key headwinds pointing to stormy waters ahead for Micron.

Micron reported FQ4 revenues of $6.1 billion, in line with expectations and up 12% sequentially and up 25% YoY. It was a solid result and was the company's third successive quarter of increasing revenues and net income. However, Micron's revenue forecast for the current quarter of $5.2 billion at the midpoint, along with a 7.4 percentage points sequential decline in gross margin, sent the company's share price tumbling in after hours trading. NAND pricing and the loss of Huawei's business were two of the key headwinds pointing to stormy waters ahead for Micron.

Micron. Solid FQ4 But Mounting Headwinds Point To Stormy Waters Ahead

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)

The Pandemic Will Help Drive Silicon Wafer Fab Spending Increases Through 2023

Increased semi fab investments in Asia, spurred by investments to provide services during the pandemic, will drive digital transformations

Thomas Coughlin

Is YMTC Really a Threat to the NAND Flash Memory Business?

YMTC is China's path to semiconductor autonomy, but its current path will lead to failure. The company needs a technology partner.

Jim Handy

Intel's Memory Business Sale. Does It Make Sense?

The Wall Street journal today published a leak that Intel and SK hynix are in

Jim Handy

August Semiconductor Sales Increase

The World Semiconductor Trade Statistics for August have just been released, and revenue

Jim Handy

Micron. Solid FQ4 But Mounting Headwinds Point To Stormy Waters Ahead

Micron reported FQ4 revenues of $6.1 bil

William Keating

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