What's Intel Doing in Memory Chips?
Intel is losing over one billion dollars every year on its 3D XPoint memory chips, a loss that is only partly offset by meager NAND flash and SSD...
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US-Huawei Battle Likely to Harm US Business
The US Department of Commerce has revised its Foreign-Produced Direct Product Rule and the Entity List in an attempt to further undermine Huawei. ...
364 Views
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
299 Views
Samsung Earnings: Mixed Q1 Results and a Mixed Outlook
Samsung's first quarter earnings call provided a very unusual view of the impact of today's COVID-19 pandemic, showing a mixed impact of the...
388 Views
SK Hynix Earnings Call: Respectable Q1, but Unsettling Outlook
In today's earnings call SK hynix posted respectable first-quarter results with numerous warnings that the uncertainties of the coronavirus could...
505 Views