What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
391 Views
KLA-Tencor Q12018 Strong Results Fueled By China WFE Spending
KLA-Tencor Corp (KLAC US),Ā the semiconductor process control and yield management power-house, yesterday posted record earnings for their latest...
261 Views
Mecaro IPO Part 1 - IPO Prospectus Summary
Mecaro Co Ltd (241770 KS) was initially founded inĀ 1999 with the corporate name of 'Mecaronix' by the guy named Yoon Kang-sik. It was then acquired...
482 Views
Learnings From The History Of Memory Part 2- DRAM Supply, Demand & Pricing Are Foregone Conclusions
As we saw in a recently published Insight, Learnings From The History Of Memory Part 1 - Chinaās DRAM Dreams, both DRAM and NAND are in a...
513 Views
Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
324 Views