Micron. Modeling DRAM Through The Lens Of A Looming Price Correction
DRAMeXchange recently reported that they expect DRAM contract prices to fall 5% QoQ in Q4 2018, higher than their previous forecast of 1~3%. Most...
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Micron. What The Market Is Missing, For Now.
Micron posted record Q4 FY 2018 earnings with revenues of $8.44 billion, up 8% QoQ and 38% YoY, handily beating the forecast of $8.2 billion at...
825 Views
Micron. Separating Fact From Fiction
From analyst downgrades to Chinese court injunctions to the high-profile split with Intel, Micron has encountered a plethora of negative catalysts...
564 Views
NAND Flash Prices Continue to Drop
NAND flash prices, which have been in decline for the entire year, reached an interesting level of $0.08/GB on the spot market last week. This...
642 Views
3D XPoint: The End of the Beginning or the Beginning of the End?
On Monday, July 16, almost exactly three years after its initial launch, partners Intel and Micron announced that the two companies would be ending...
515 Views