2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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Intel And Micron Finally Call It A Day
In separate but identical press releases (here and here) on July 16'th 2018, Intel and Micron announced that they were going it alone on the future...
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3D XPoint: The End of the Beginning or the Beginning of the End?
On Monday, July 16, almost exactly three years after its initial launch, partners Intel and Micron announced that the two companies would be ending...
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Micron: Stabilising DRAM Prices Could Keep Margins Near Record Levels
Several of Micron Technology Inc (MU US)’s products were recently hit with a temporary ban from China. However, these products are said to...
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Semiconductor Memory- China Progress And Prospects Review Q2 2018
China's ambition to develop an indigenous semiconductor memory industry as a key tenet of its "Made In China 2025" initiative has understandably...
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