Semiconductor Memory Prices Continue to Fall
My prior posts have alluded to semiconductor memory price falls for DRAM and NAND flash. This post provides graphic evidence that this fall is...
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DRAM, NAND Prices Are NOT Going To Collapse To Cost. Here's Why.
Samsung Electronics, SK Hynix and Micron latest earnings reports all have one thing in common- they were all record quarters. This comes in spite...
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TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
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Smartkarma’s Week that Was in JP/KR: Softbank, Samsung, ESports and the Retail Revolution
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of Nov 5.
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Samsung C&T Stub Trade: Holdco Discount Still at a Historic Low Despite BioLogics Misfortune
Samsung C&T (028260 KS) holdco discount is still at a historic low despite Samsung Biologics Co., (207940 KS)' recent misfortune....
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