Semiconductor Revenues On-Trend for August
At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August. The semiconductor market is in a period of...
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After the Collapse: Semiconductors Enter the Next Phase
This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...
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SK Holdings Share Buyback Means a Change in SKT Demerger Scenario
Execution detail is below in the DETAIL section. If you don't want my personal thoughts, you can skip this part and jump directly to the execution...
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Micron: Plan Is Good. Market? Not So Much!
Micron Technology announced its earnings Thursday, September 26. Although the company has done a good job of moving from the back of the pack to...
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To Cut Or Not To Cut Wafer Starts During A Memory Down Cycle & Why It Doesn't Matter!
It has been fascinating to watch how the current memory (DRAM & NAND) down cycle has unfolded. Of particular interest has been the various...
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