Micron/Inotera:Â Finally an End to the DRAMa?
Fellow insight provider, Andrew Lu's recent insight on Micron/Inotera helped us add a piece to the puzzle that we have been looking at for a long...
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Can Micron/Inotera Merger Deal to Be Closed Before Oct 18 After Micron CEO Visit?
What's new?According to Economic Daily, CEO of Micron Technology Inc (MU US), Mr. D. Mark Durcan came to Taiwan yesterday for four days trip to...
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Inotera/Micron: Worst Days Look To Be Over
Fellow insight provider Andrew Lu recently put out a note titled: What Drives Memory Contract Hike of over 20% in 2H16?From his insight: According...
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Another Look at China NAND Expansion
We believe set up of YRST is to combine all funding resources up to US$24bn from National Integrated Circuit Industry Investment Fund, Tsinghua...
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NAND Memory Oversupply Concern: Implication of Tsinghua-XMC Merger on Samsung
A very interesting news came out of China’s memory chip industry. Tsinghua Unigroup merged its memory chip operations with that of Chinese...
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