After the Collapse: Semiconductors Enter the Next Phase
This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...
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SK Holdings Share Buyback Means a Change in SKT Demerger Scenario
Execution detail is below in the DETAIL section. If you don't want my personal thoughts, you can skip this part and jump directly to the execution...
724 Views
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...
559 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...
514 Views