KLA-Tencor Q12018 Strong Results Fueled By China WFE Spending
KLA-Tencor Corp (KLAC US), the semiconductor process control and yield management power-house, yesterday posted record earnings for their latest...
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Intel Q3 2017 Earnings -$2 Billion NAND Prepayments Bodes Well for Memory Business
Intel Corp (INTC US) released their Q3 201 earnings after market close on Thursday, details from the company website can be found here. Revenues...
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Learnings From The History Of Memory Part 2- DRAM Supply, Demand & Pricing Are Foregone Conclusions
As we saw in a recently published Insight, Learnings From The History Of Memory Part 1 - China’s DRAM Dreams, both DRAM and NAND are in a...
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Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
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Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
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