Japan Starts Economic Sanctions on South Korea: A Trade War Starting Between Japan and South Korea?
The G20 meetings are over and Trump met with Kim Jong-Un at the DMZ border in Korea. Trump and Xi have also agreed to a temporary truce of the...
794 Views
Micron Technology's Tough Call
Micron's June 25 earnings call was clearly a very difficult event for the company's executives. Not only is the company suffering the impact of a...
608 Views
China's DRAM Ambitions. As A Convoluted & Tangled Web Unfolds, We Remain Resolutely Bearish.
Tensions created by the stalled US-China trade talks along with the recent US embargo on selling to Huawei has shone a spotlight once again on...
681 Views
April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
644 Views
WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
748 Views