US Export Ban On China's Jinhua. Winners & Losers.
On Monday October 29'th last, the US Department Of Commerce announced that it was taking action to restrict exports to Fujian Jinhua Integrated...
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SK Hynix Met Our Short to Long Reverse Target
SK Hynix Inc (000660 KS) short from 85k met our base case support target at 64-65k for a short gain of 30%. See insight SK Hynix Press on Uptrend...
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FIFO Long Transition and Lead Signals for a Low in Asia
FIFO long sequence starts with Hong Kong and Korea which are resting on macro support zones where we are taking a bet.Relative lead signals in...
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Will NAND Flash and DRAM Be Displaced by Something New?
For a few decades researchers have promised that some new memory technology will displace the entrenched technologies that are used in nearly every...
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How NAND's Fall Leads to a DRAM Collapse
It is puzzling to some that today's NAND flash price collapse will necessarily lead to DRAM trouble, but the relationship between the two is not...
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