No Signs of a Chip Recovery
Has the chip downturn ended? No. Is there any sign that it's going to end soon? Again, no. This Insight provides concrete data points to...
713 Views
Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
513 Views
Weekly Update (CMCSA, MFP, HONA, MBGL) - 2026-08-07
People Incorporated (PPLI, formerly IAC) reported a solid Q2. People Inc grew digital revenue 6%, its 11th straight quarter of growth....
97 Views
Semiconductor Memory Segment Q4 2022 Review, 2023 Outlook
We anticipate memory revenues to trough in Q1 2023, be sequentially flat Q2 followed by modest growth through H2. So far, Q1 has not shown any...
474 Views
Semiconductor Collapse Is Following Predicted Course
Today's semiconductor market is closely following the forecast we shared in October. This Insight compares the forecast to actual data for the...
514 Views