China's DRAM Ambitions. As A Convoluted & Tangled Web Unfolds, We Remain Resolutely Bearish.
Tensions created by the stalled US-China trade talks along with the recent US embargo on selling to Huawei has shone a spotlight once again on...
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WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
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Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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Memory Makers' Earnings Calls - Down Again
Recently Intel, Samsung, SK Hynix, and Western Digital hosted their quarterly earnings calls. This post compares the similarities and...
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Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
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