Taiwan Short Interest - Recent Jump in Positioning
We take a look at the latest TWSE data released Friday evening on short position balances in Taiwan for the week ended 23 August.Total short...
510 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...
286 Views
Micron Guided Another Blowout Quarter; What Will Investors Do on the Good News
Summary Guiding Another blowout quarter: Micron guides another blowout 2Q17 sales growth of 12-20% q/q and 79-93% y/y to US$5.2-5.6bn, beating...
404 Views
Memory Spot Unlikely Goes up Further; Focusing on Contract Price Stability After Micron's Raise
Summary Micron raised already strong guidance: Post our raise on 1Q17 DRAM spot/contract price by 27%/11% and NAND flash spot/contract price by...
531 Views
What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
537 Views