Semiconductor Memory. Where Do We Go From Here?
Following Samsung, SK Hynix, Intel and Western Digital's Q4 2019 results last week, a clearer picture is emerging of precisely where we are in the...
388 Views
Composing the 2020 Semiconductor Forecast
Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...
378 Views
Kioxia Fire: Small Impact Anticipated
On January 7 Kioxia (formerly Toshiba Memory) suffered from a small fire in one of its chip making plants. This SmartKarma analyzes the impact...
416 Views
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...
1k Views
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