How NAND's Fall Leads to a DRAM Collapse
It is puzzling to some that today's NAND flash price collapse will necessarily lead to DRAM trouble, but the relationship between the two is not...
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Intel's CPU Supply Shortage - The Harsh Reality Of A 10nm Misstep And Nothing But Upside For AMD
Last week, on September 28'th, Intel's interim CEO and CFO Bob Swan issued an open letter addressing recent public speculation about a growing...
370 Views
Micron. Modeling DRAM Through The Lens Of A Looming Price Correction
DRAMeXchange recently reported that they expect DRAM contract prices to fall 5% QoQ in Q4 2018, higher than their previous forecast of 1~3%. Most...
360 Views
Intel's Preemptive Strike Against Trade Tariffs
US-imposed trade tariffs on $200 billion worth of exports from China took effect last week despite the unanimous advice of the US technology sector...
311 Views
Micron. What The Market Is Missing, For Now.
Micron posted record Q4 FY 2018 earnings with revenues of $8.44 billion, up 8% QoQ and 38% YoY, handily beating the forecast of $8.2 billion at...
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