What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
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Rise of the Machines: The AI Arms Race…
It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...
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4 Key Issues About SK Hynix Investment in Toshiba Memory Company
SK Hynix officially confirmed, through a regulatory filing, that it submitted a "non-binding" offer for the stake in Toshiba's new memory company...
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Toshiba Might Not Sell the Memory Business to Its Competitors
Summary Revising our earlier view: We earlier believed Toshiba's new memory company would be a perfect opportunity for China to invest as China is...
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The American Factor: Cars & Repatriation
Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...
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