Micron/Inotera: Finally an End to the DRAMa?
Fellow insight provider, Andrew Lu's recent insight on Micron/Inotera helped us add a piece to the puzzle that we have been looking at for a long...
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Can Micron/Inotera Merger Deal to Be Closed Before Oct 18 After Micron CEO Visit?
What's new?According to Economic Daily, CEO of Micron Technology Inc (MU US), Mr. D. Mark Durcan came to Taiwan yesterday for four days trip to...
340 Views
What Drives Memory Contract Hike of over 20% in 2H16?
What's new? Economic Daily News (EDN) reports DRAM contract price hike of 15% q/q in 3Q16 and likely another 10% q/q in 4Q16 and NAND contract...
307 Views
Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
246 Views
Another Look at China NAND Expansion
We believe set up of YRST is to combine all funding resources up to US$24bn from National Integrated Circuit Industry Investment Fund, Tsinghua...
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