Memory Downturn: No End in Sight
Semiconductor memories have collapsed - when will they turn around? After a revenue drop of 60%, memory maker management still have no concrete...
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SK Hynix Calls Time On The Memory Downturn
SK Hynix reported a Q1'23 net loss of ~ US$1.9 billion. Q1'23 pegged as the trough. Recovery may be nigh, but macro outlook has actually worsened....
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No Signs of a Chip Recovery
Has the chip downturn ended? No. Is there any sign that it's going to end soon? Again, no. This Insight provides concrete data points to...
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Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
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Weekly Update (CMCSA, MFP, HONA, MBGL) - 2026-08-07
People Incorporated (PPLI, formerly IAC) reported a solid Q2. People Inc grew digital revenue 6%, its 11th straight quarter of growth....
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