DRAM Spot Not as Good as You Thought; Rising Risks for Micron
Summary DRAM spot price not as good as you thought: After 19% q/q and 68% y/y appreciation of DRAM spot price in 1Q17, we start to see DDR 3 4Gb...
378 Views
A Record 1Q for Samsung but Not Moving to Holding Company Structure; FVE Retained at KRW 2.2 Million
Samsung has announced very strong first-quarter earnings with operating profit of KRW 9.9 trillion, up 47% year on year and 7% sequentially on the...
265 Views
Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
715 Views
Toshiba - What Really Is the Reason for WDC Threatening a Veto?
As Andrew Lu points out in his pieceToshiba NAND Unit Sales...", Western Digital's (WDC) veto threat looks to be a spoiling exercise. There are...
318 Views
Micron Guided Another Blowout Quarter; What Will Investors Do on the Good News
Summary Guiding Another blowout quarter: Micron guides another blowout 2Q17 sales growth of 12-20% q/q and 79-93% y/y to US$5.2-5.6bn, beating...
336 Views