Micron Guided Another Blowout Quarter; What Will Investors Do on the Good News
Summary Guiding Another blowout quarter: Micron guides another blowout 2Q17 sales growth of 12-20% q/q and 79-93% y/y to US$5.2-5.6bn, beating...
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Memory Spot Unlikely Goes up Further; Focusing on Contract Price Stability After Micron's Raise
Summary Micron raised already strong guidance: Post our raise on 1Q17 DRAM spot/contract price by 27%/11% and NAND flash spot/contract price by...
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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...
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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...
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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...
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