Semiconductor Memory Cycles. Where Are We At & Where Are We Going?
With the memory boom & bust cycle of the past three years in our rear view mirror, we posit that we are now entering a period of greater stability...
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Samsung Electronics - M&A in the Cards?
Samsung Electronics' M&A desire. To me there is a clear target that can be done in the near future even with JY Lee in the can.
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One-Hour Power Outage, 9 Weeks of DRAM Price Hikes
DRAM prices are rising thanks to a blossoming shortage, and not Micron's power outage that is commonly named as the reason.
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NPS Is Selling Big in Korea - Why?
NPS has been selling big in Korea in recent weeks. It was reported that NPS and other local pension funds sold nearly 6.5 trillion won of Korean...
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Micron Reports Solid 1QFY21, Adds New Twist to Strategy
Micron reported better-than-expected earnings in its January 7 earnings call, with a new strategy and technology leadership to improve...
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