Memory Channel Check Suggested We Might Be Wrong Earlier
What memory module vendors said?After a recent check with memory module vendors, we have concluded that we might be wrong or too conservative on...
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TSMC - Chairman Morris Chang Will Retire in June 2018; Implications for All Prospects
Morris' retirementAfter 30 years devotion to Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT), Chairman Morris Chang today announces to retire from the...
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IPhone X Resumes Production Next Week After Resolving Bottleneck
Despite the week-long Golden Week holiday starting this weekend, workers at Foxconn – the only assembler of iPhone X - only get three days off...
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Micron - Will the Recovery Ever Reach the End?
Never ended recoveryMicron Technology Inc (MU US) reports 3Q17 sales growth of 10% q/q (reaching high end of earlier guidance) and 91% y/y to...
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IPhone 8--Possible Inventory Adjustments; IPhone X--Continued Production Problems
Based on the news that iPhone 8 pre-orders were weaker than both iPhone 6S and iPhone 7 were when they were launched, we've heard some bearish...
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