Phison (8299 TT): New Solid-State Drives to Drive Growth
Good price momentum, earnings on an upcycle trend, and low debt levels relative to its sector Shipments of new PCIe solid-state drives (SSD)...
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What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
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Memory Channel Check Suggested We Might Be Wrong Earlier
What memory module vendors said?After a recent check with memory module vendors, we have concluded that we might be wrong or too conservative on...
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Micron - Will the Recovery Ever Reach the End?
Never ended recoveryMicron Technology Inc (MU US) reports 3Q17 sales growth of 10% q/q (reaching high end of earlier guidance) and 91% y/y to...
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US Trump Blocks Lattice Acquisition for Security Risk - China Will Have to Build Its Own Now
What's new?According to Bloomberg News today, US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...
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