Samsung Electronics DRAM Economics: Adj. Valuation Shows Upside Potential at Current Price
The market misinterpreted Amazon's server DRAM demand cut in 4Q18. It wasn't a sign of falling demand. There isn't still any convincing sign of...
678 Views
Micron: Things Are Bad, and Getting Worse!
Today's Micron earnings call underscored how difficult the memory business is getting, and the company's guidance indicated that this is only the...
875 Views
January Chip Revenues Down 15.6% Year-On-Year
The Semiconductor Industry Association in the US released the latest WSTS figures for January chip revenues. Monthly revenues are down 15.6% from...
360 Views
Korea Stock Market Monthly Recap #33 (February 2019)
The top 10 events impacting the Korean stock market, economy, & politics in February were as follows: Amazon and Comcast have submitted initial...
699 Views
Memory Chips and the Elasticity Myth
During recent earnings calls memory chip makers have postulated that the market will return to higher margins once price elasticity causes demand...
891 Views