Korea Local Talkings on Memory Turnaround
Nanya's Aug number looks certainly encouraging. This is being taken not lightly here in Korea as well. SamE got pushed up, so did Hynix. Both DRAM...
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Where Are We in the Semiconductor Memory Price Collapse?
This SmartKarma Insight takes a simple look at the current memory chip price collapse to learn where the industry stands in the current downfall,...
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SK Hynix Will Not Remain Unscathed from SEC and KOSPI Bear Cycle
SK Hynix (000660 KS) has to date outperformed the KOSPI and SEC and will now be drawn into Korea's bear cycle as it faces latent sell pressure on...
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Samsung Etching Gas Situation Still Very Much Alive
Samsung's etching gas situation is still very much alive. Chosun put out two reports on this early this morning. To me, these Chosun reports are...
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Have We Hit the NAND Flash Trough?
In its most recent earnings call Western Digital executives told investors that the flash memory business has hit its trough, implying that...
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