What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
390 Views
A New China Memory Vendor Is Emerging
What's new?DigiTimes News today reports Yangtze River Storage Technology (YRST) and Hefei Chang Xin (合肥長鑫) lately started their headhunting process...
659 Views
Nanya Announces 5% Investment on Micron
What's new?Nanya Technology Corp (2408 TT) announces to acquire 57.780138mn of Micron Technology Inc (MU US) shares or 5.02% of the Micron at...
219 Views
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
4.8k Views
Snapshot at Micron's Guidance Beats and Progress on Inotera Transaction
Executive summary Micron Technology Inc (MU US) guides a strong 4Q16 sales growth of 10-20% q/q and 6-15% y/y to US$3.55-3.85bn, beating Bloomberg...
287 Views