Memory Spot Unlikely Goes up Further; Focusing on Contract Price Stability After Micron's Raise
Summary Micron raised already strong guidance: Post our raise on 1Q17 DRAM spot/contract price by 27%/11% and NAND flash spot/contract price by...
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Another Strong Guidance by Micron; 3D Xpoint and 1x Nm DRAM for 2017
Summary Strong 1Q17 guidance: Micron guides 1Q17 sales growth of 10-18% q/q and 48-60% y/y to US$4.35-4.70bn, beating Bloomberg consensus...
470 Views
A New China Memory Vendor Is Emerging
What's new?DigiTimes News today reports Yangtze River Storage Technology (YRST) and Hefei Chang Xin (åč„é·é«) lately started their headhunting process...
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Nanya Announces 5% Investment on Micron
What's new?Nanya Technology Corp (2408 TT) announces to acquire 57.780138mn of Micron Technology Inc (MU US) shares or 5.02% of the Micron at...
380 Views
Smartkarma - Special Situations Weekly Update (17 October 2016)
We at Smartkarma Special Situations putĀ out a weekly update on trade ideas we like, key eventsĀ from the week gone by and whatĀ to look out for in...
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