Why Is Intel Subsidizing 3D XPoint Memory?
Intel's Nonvolatile Systems Group (NSG) has been losing money for the past several quarters, despite the fact that these same past quarters have...
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Global Semiconductor Sales Increase 20% YoY in April, 2018 Forecast Revised Upwards
The Semiconductor Industry Association (SIA) recently announced that worldwide sales of semiconductors reached $37.6 billion for the month of April...
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The Lack of Semiconductor Related Korean IPOs in 2018 Raises Concerns on the Supercycle Theory
This report is about the lack of semiconductor related IPOs in Korea in 2018 which raises concerns about the semiconductor supercycle theory. The...
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Micron's Views Vs. Semiconductor History
Micron's projections for an increased memory share of total semiconductor revenues need to be reviewed in the light of history, which shows that...
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Micron Investor Day 2018- What You Really Need To Know
Micron's 2018 Investor Day, held on May 21'st was a tour-de-force by CEO Sanjay Mehrotra and his executive team, widely praised by the broader...
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