The Lack of Semiconductor Related Korean IPOs in 2018 Raises Concerns on the Supercycle Theory
This report is about the lack of semiconductor related IPOs in Korea in 2018 which raises concerns about the semiconductor supercycle theory. The...
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Micron's Views Vs. Semiconductor History
Micron's projections for an increased memory share of total semiconductor revenues need to be reviewed in the light of history, which shows that...
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Micron Investor Day 2018- What You Really Need To Know
Micron's 2018 Investor Day, held on May 21'st was a tour-de-force by CEO Sanjay Mehrotra and his executive team, widely praised by the broader...
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Micron Surges On Revised Guidance, QLC NAND, Share Buyback At Investor Day
Micron made three significant, highly positive announcements at its investor day held on May 21'st. The upward revision of current quarter...
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Global Semiconductor Sales Up 20% YoY in Q1 2018
Yesterday, April 30'th, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $111.1 billion during...
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