China's New Semiconductor Thrust - Part 1: Why and How?
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
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Micron. Things May Be Getting Worse But They Are Still Remarkably Good.
On Thursday March 21'st 2019, Micron announced latest quarter (Q2FY19) revenues of $5.8 billion, at the bottom end of their forecast range and down...
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Micron: Things Are Bad, and Getting Worse!
Today's Micron earnings call underscored how difficult the memory business is getting, and the company's guidance indicated that this is only the...
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January Chip Revenues Down 15.6% Year-On-Year
The Semiconductor Industry Association in the US released the latest WSTS figures for January chip revenues. Monthly revenues are down 15.6% from...
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Memory Chips and the Elasticity Myth
During recent earnings calls memory chip makers have postulated that the market will return to higher margins once price elasticity causes demand...
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