Hexcel Corp

NAND Flash sales were up 35% for the first six months of 2014, as volumes increased amid a 17% fall in average selling prices or ASPs.

Micron’s stock has surged on bullish earnings prospects, and it’s up more than 200% since the beginning of 2013, partly propelled by the acquisition of Elpida last year.

SanDisk (SNDK) was founded in 1988. It’s a pioneer in flash memory technology. It designs, develops, and manufactures NAND flash memory storage solutions.

Boeing stock was trading 4% lower this morning after two analysts downgraded it from “neutral” to “buy.” Boeing’s major part suppliers also saw their stock prices drop.

Boeing CEO Dennis Muilenburg expressed optimism over the 737 MAX’s Q4 return to service. Boeing plans to submit the MAX certification packages next month.

Shares of Spirit AeroSystems Holdings (SPR) fell nearly 3% after investment company Jefferies downgraded its rating on the stock and slashed its earnings outlook.

Samsung’s market share for the quarter was 45.2%, a gain of 1.1 percentage point YoY compared to 2Q14. It was Samsung’s best ever quarterly performance.

The semiconductor market is characterized by periods of tight supply brought about by increased demand, called “upturns,” followed by periods of surplus inventory caused by declining demand, called “downturns.”