Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
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Exploring Memory Companies' Inventory Write-Downs
During the latest round of memory manufacturer earnings calls only three companies wrote down their inventories: Western Digital (WDC), Intel, and...
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Memory Makers' Earnings Calls - Down Again
Recently Intel, Samsung, SK Hynix, and Western Digital hosted their quarterly earnings calls. This post compares the similarities and...
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Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
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China's New Semiconductor Thrust - Part 3: Market Size and Impact to Competition
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
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