Memory Chips
The world is short of memory. The big three memory companies – Samsung, SK Hynix and Micron – control over 80% of the global memory chip market at...
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The Week That Was in Greater China @Smartkarma: #BigBallerBlues, Trump, 11-11 Holiday, & Much More!
Last week the news out of China was thoroughly dominated by the highly-anticipated official visit of a polarizing US media figure whose mere...
281 Views
Nanya Tech Placement - DRAM Price Momentum Seems Strong; Q4 ASP on Track to Grow
Formosa Petrochemical Corp (6505 TT) and Formosa Plastics Corp (1301 TT) is looking to sell US$159m worth of Nanya Technology Corp (2408...
254 Views
Who in Asia Consistently Outperforms Going into the Year End.....
It is always fun to see which names outperform or underperform running up to the year end. We looked for names that have consistently done well in...
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Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
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