Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
417 Views
2020 High Conviction: Memory Chip Makers
2020 will experience a turnaround in semiconductor revenues, especially its most volatile (and largest) sector: memory chips. This turnaround will...
896 Views
Micron. Things Are Getting Better But They're Still Not Great.
Micron marginally beat on revenue and net income but delivered a worse than expected forecast for the current quarter with revenues down ~8%...
630 Views
Micron Expresses Hopes for Better Quarters Ahead
In the company's December 18 earnings call Micron executives provided a guardedly-positive outlook, explaining that the industry is approaching a...
482 Views