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...
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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...
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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...
596 Views
WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
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Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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