WDC Gets Apple in a Huff
A couple of years ago, Nidec (6594 JP) unveiled a small elongated haptic device, perfect for fitting into smartphones, and Apple (AAPL US) fell in...
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Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18
Summary No longer a sharp price hike in 2H17: We estimate memory contract price increase of 4-6% q/q in 3Q17 and attribute the stronger DRAM...
394 Views
U.S. Equity Sector Rankings
A review of Vermilion's Sector Rankings (RSR) reveals Cap-weighted Groups, as a whole, ranking betterthan average-weighted (or equal-weighted),...
710 Views
Intel Sees Solid 2H17; Implications to Cloud/ Memory Demand and Competitions
Summary Solid 2H17: We expect 2Q beat and good 2H17 guidance to drive analysts to revise up their numbers on Intel. However, we remain our...
321 Views
SK Hynix Says It Will Not Give up Toshiba Voting Stakes - Why Hynix So Obsessed with Toshiba?
Would SK Hynix Inc (000660 KS) give up voting stakes? According to the most recent article from Korea, SK Hynix is reaffirming that it will not...
368 Views