Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
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China's Semiconductor Plans Unravel As US DOJ Indicts Jinhua & UMC For IP Theft.
On November 1'st, the US Department of Justice (DOJ) issued indictments against United Microelectronics (UMC), Fujian Jinhua Integrated Circuit...
755 Views
US Export Ban On China's Jinhua. Winners & Losers.
On Monday October 29'th last, the US Department Of Commerce announced that it was taking action to restrict exports to Fujian Jinhua Integrated...
640 Views
Will NAND Flash and DRAM Be Displaced by Something New?
For a few decades researchers have promised that some new memory technology will displace the entrenched technologies that are used in nearly every...
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Growing Semiconductor Sales, Samsung Record Guidance & Stable DRAM Pricing Belie Sector Doom & Gloom
Three important data points in recent weeks point to continued strength in the global semiconductor markets in the face of increasing pessimism and...
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