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...
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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...
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Samsung Etching Gas Situation Checkup: Samsung Is Still a Short
Samsung is not getting etching gas from Japanese suppliers. This situation hasn't changed since early July. Then, what's really going on at...
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Samsung Situation: Memory Production Cut Checkup
Samsung will have 2Q earnings CC this Wed July 31. The whole focus will be on memory chip production cut. Micro started it, and Hynix followed. So,...
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WDC Impact from Toshiba Power Outage
Toshiba's Mid-June power outage raised some alarm about potential product shortfalls for Western Digital (WDC). This Insight evaluates the likely...
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