Micron's Guidance Bombshell Signals Troubled Times Ahead For Beleaguered Semiconductor Segment
After months of skirting around inventory build-up and a weakening demand outlook, Micron used their latest earnings report to call closing time on...
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Semiconductor Memory Prices Continue to Fall
My prior posts have alluded to semiconductor memory price falls for DRAM and NAND flash. This post provides graphic evidence that this fall is...
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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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Intel @JPM 54th Annual TMT. Full Transcript Attached.
Capacity expansion is happening through technology, not floor space. Seagate is targeting mid-20s percent exabyte growth and explicitly not adding...
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Seagate @JPM 54th Annual TMT: Key Takeaways & Full Transcript
Capacity expansion is happening through technology, not floor space. Seagate is targeting mid-20s percent exabyte growth and explicitly not adding...
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