Kioxia Fire: Small Impact Anticipated
On January 7 Kioxia (formerly Toshiba Memory) suffered from a small fire in one of its chip making plants. This SmartKarma analyzes the impact...
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Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
1.3k Views
November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
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2020 High Conviction: Memory Chip Makers
2020 will experience a turnaround in semiconductor revenues, especially its most volatile (and largest) sector: memory chips. This turnaround will...
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Memory Market Revenue Overview 3Q19
All leading memory makers have released their earnings, and this allows us to see how the market is developing and how the various participants are...
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