To Cut Or Not To Cut Wafer Starts During A Memory Down Cycle & Why It Doesn't Matter!
It has been fascinating to watch how the current memory (DRAM & NAND) down cycle has unfolded. Of particular interest has been the various...
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WDC – Using the Toshiba JV to Improve Profits
The output of WDC's and Toshiba's joint-venture NAND flash fab is split 50/50, but WDC isn't compelled to take its entire half of the output. This...
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The Danger of Over-Applying Trade Sanctions
The semiconductor and other businesses have successfully avoided "Dumping", the practice of selling product below cost, through the judicious...
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July Semiconductor Revenues Reported: Down 15.5% YoY
The World Semiconductor Trade Statistics organization released July revenues on September 3. Revenues are 15.5% below the same month a year ago...
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Korea Local Talkings on Memory Turnaround
Nanya's Aug number looks certainly encouraging. This is being taken not lightly here in Korea as well. SamE got pushed up, so did Hynix. Both DRAM...
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