China's New Semiconductor Thrust - Part 1: Why and How?
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
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Samsung Electronics Voluntary Red Flag on 1Q Earnings
SamE voluntarily red flagged its 1Q19 earnings even before 1Q ends. SamE mentioned two things: 1. Falling memory chip prices and 2. slowing demand...
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Micron. Things May Be Getting Worse But They Are Still Remarkably Good.
On Thursday March 21'st 2019, Micron announced latest quarter (Q2FY19) revenues of $5.8 billion, at the bottom end of their forecast range and down...
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Samsung Electronics DRAM Economics: Adj. Valuation Shows Upside Potential at Current Price
The market misinterpreted Amazon's server DRAM demand cut in 4Q18. It wasn't a sign of falling demand. There isn't still any convincing sign of...
682 Views
Micron: Things Are Bad, and Getting Worse!
Today's Micron earnings call underscored how difficult the memory business is getting, and the company's guidance indicated that this is only the...
878 Views