SK Hynix: Record Revenues, Promising Future
Despite stumbling in DRAM, SK hynix posted record revenues, and seems poised to do even better in 4Q21. NAND flash is finally making important...
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Global Emerging Markets Weekly: 15 October 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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August Semiconductor Revenues Break Records Once Again
Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...
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Micron Posts 2nd-Best-Ever Quarter. Outlook Positive
While Micron announced its second-highest quarter ever, the outlook for the following quarter is down. Still the CEO expects a banner fiscal...
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Does DRAM Need EUV?
Is EUV really necessary for DRAM? Samsung thinks so, while Micron disagrees. Whoever wins will enjoy a lower cost structure than the other. ...
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