February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
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YMTC: Gap Between Korea & China in NAND Flash Down to 1 Year Or Less?
BTS, smartphones, women's golf, 5G roll-out, and semiconductor chips....These are some of the things that Korea is really good at so that they are...
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Who Is Right in the Korean Stock Market? Foreign Investors or Local Retail Investors?
Something very interesting is going on in the Korean stock market, in a tug-of-war between the local retail investors and foreign investors in the...
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Windows' Impact on Chip Sales
For the past couple of decades businesses have explained that PC demand increases with the introduction of new Windows operating systems. A close...
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Micron: Great Quarter, but Outlook Is Confusing
In Micron's earnings call today the company revealed that its second fiscal quarter hit the top of the company's guidance, and would have exceed...
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