Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
317 Views
Samsung Governance Reform - Why Local Institutions Turning Away from C&T?
It certainly seems that this is a very rare event. Honestly, I don't recall anything like this, that one of Korea's top regulation agencies...
309 Views
Micron's Latest Earnings Reaffirms A Healthy Memory Market Environment Heading into 2018
Micron Technology Inc (MU US) is unique in that its earnings calendar is out of sync with the rest of its peers and consequently their earnings...
307 Views
10 Million Units IPhone X Order Cut into Holiday Season
Our market checks suggest that over the past few weeks, Apple Inc (AAPL US) trimmed their CQ1 2018 iPhone X orders by ~10mm units to some...
253 Views
FTC Makes a Tough Revision to Order Samsung SDI to Sell Additional Stake of Samsung C&T
Kim Sang-Jo probably made the biggest move today since being appointed this year as the Head of the FTC by making a tough revision to order Samsung...
288 Views