Samsung Situation: Memory Production Cut Checkup
Samsung will have 2Q earnings CC this Wed July 31. The whole focus will be on memory chip production cut. Micro started it, and Hynix followed. So,...
473 Views
U.S. Equity Strategy: Semiconductors, Transportation Improving
The S&P 500 continues to move higher on narrow leadership, which is not inspiring a bullish outlook. Currently leading the S&P 500 higher...
384 Views
WDC Impact from Toshiba Power Outage
Toshiba's Mid-June power outage raised some alarm about potential product shortfalls for Western Digital (WDC). This Insight evaluates the likely...
533 Views
Micron Technology's Tough Call
Micron's June 25 earnings call was clearly a very difficult event for the company's executives. Not only is the company suffering the impact of a...
478 Views
China's DRAM Ambitions. As A Convoluted & Tangled Web Unfolds, We Remain Resolutely Bearish.
Tensions created by the stalled US-China trade talks along with the recent US embargo on selling to Huawei has shone a spotlight once again on...
583 Views