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Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
Jim Handy
317 Views
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...
Jim Handy
266 Views
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...
Jim Handy
357 Views
Semiconductor Collapse Is Following Predicted Course
Today's semiconductor market is closely following the forecast we shared in October. This Insight compares the forecast to actual data for the...
Jim Handy
264 Views
Memory Makers Update: Samsung, SK Hynix, Micron, WDC, Kioxia
The semiconductor memory market has collapsed, but the collapse is nearly over for Samsung, SK hynix, Micron, WDC, and Kioxia.
Jim Handy
416 Views