Semiconductor Memory Business Shrinking Fast
Earnings have been announced for Intel, Samsung, SK hynix, and Western Digital, and the memory business is clearly undermining all of these...
2019 Semiconductors: 5%+ Decline
An earlier post outlined the general direction of the Objective Analysis 2019 forecast but didn't provide any numbers. In this post I explain the...
SK Hynix: Attractive at Current Level
Multiple news article mentioned SK Hynix' weak Q4 2018 numbers due to the slowdown in the smartphone markets but the fact remains that: smartphone...
Inventory Clearance and the Semiconductor Cycle
A very normal part of the semiconductor cycle is inventory clearance. DRAM makers are starting to discuss this in their earnings calls. What they...
Smartkarma Originals