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...
940 Views
SK Hynix:Â Attractive at Current Level
Multiple news article mentioned SK Hynix' weak Q4 2018 numbers due to the slowdown in the smartphone markets but the fact remains that: smartphone...
645 Views
Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
3k Views
Samsung Earnings Call Leaves Cause to Worry
Samsung's October 31 earnings call should give investors reason for concern since management appears not to understand the basis for semiconductor...
1.2k Views
How NAND's Fall Leads to a DRAM Collapse
It is puzzling to some that today's NAND flash price collapse will necessarily lead to DRAM trouble, but the relationship between the two is not...
707 Views