A lot has happened since our last note on Micron; reports of weaker data center capex spending, the CAC announcing its investigation, and Samsung pledging to cut memory chip production. We remain ...
Western Digital and Micron have had substantial inventories to work through, causing memory prices to drop significantly. Samsung’s decision to reduce memory chip production should alleviate the ...
Bottom line: The NAND flash industry is facing mounting pressure due to a combination of weak demand, oversupply, and declining prices. This challenging market environment has persisted throughout the ...
The memory market has shown signs of recovery, according to Peter Shu, chairman of memory module manufacturer Transcend Information. Memory chipmakers have purposefully limited their output, driving ...
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