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...
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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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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...
547 Views
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...
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