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...
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A New China Memory Vendor Is Emerging
What's new?DigiTimes News today reports Yangtze River Storage Technology (YRST) and Hefei Chang Xin (合肥長鑫) lately started their headhunting process...
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Nanya Announces 5% Investment on Micron
What's new?Nanya Technology Corp (2408 TT) announces to acquire 57.780138mn of Micron Technology Inc (MU US) shares or 5.02% of the Micron at...
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Snapshot at Micron's Guidance Beats and Progress on Inotera Transaction
Executive summary Micron Technology Inc (MU US) guides a strong 4Q16 sales growth of 10-20% q/q and 6-15% y/y to US$3.55-3.85bn, beating Bloomberg...
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Micron/Inotera: 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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