Micron: Plan Is Good. Market? Not So Much!
Micron Technology announced its earnings Thursday, September 26. Although the company has done a good job of moving from the back of the pack to...
558 Views
To Cut Or Not To Cut Wafer Starts During A Memory Down Cycle & Why It Doesn't Matter!
It has been fascinating to watch how the current memory (DRAM & NAND) down cycle has unfolded. Of particular interest has been the various...
872 Views
WDC – Using the Toshiba JV to Improve Profits
The output of WDC's and Toshiba's joint-venture NAND flash fab is split 50/50, but WDC isn't compelled to take its entire half of the output. This...
513 Views
The Danger of Over-Applying Trade Sanctions
The semiconductor and other businesses have successfully avoided "Dumping", the practice of selling product below cost, through the judicious...
823 Views
July Semiconductor Revenues Reported: Down 15.5% YoY
The World Semiconductor Trade Statistics organization released July revenues on September 3. Revenues are 15.5% below the same month a year ago...
497 Views