Why memory product selling prices could impact Micron’s stock
The semiconductor industry requires huge investments, making it a capital-intensive industry. On average, equipment needs to be replaced each three to five-year time period.
Why oversupply could affect Micron’s NAND flash products
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.
Samsung’s Revenues and Market Share Rose in 3Q15
Samsung’s (SSNLF) revenues increased 2.3% QoQ, from $5.1 billion in 2Q15 to $52.7 billion in 3Q15. Its market share also increased from 45.1% to 46.7% in the same period.
Dynamic Random-Access Memory Spot Prices Fall
Spot prices of 2GB (gigabyte) DDR3 (double data rate 3) DRAM fell 2.4% from $1.01 on March 4, 2016 to $0.99 on March 16, 2016.
Must-know overview of Micron Technology: A DRAMatic growth story
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.
Micron’s key cloud innovations include its hybrid memory cube
Micron believes memory is at the core of enabling all key technology trends, such as networking, machine-to-machine, mobile, cloud, and big data.
Why Micron’s NAND segment is growing fast
Micron sells company-branded SSDs, as well as components to third-party manufacturers of SSDs. Together, these sales represent ~45% of Micron’s NAND business, ~10% of which is smartphone market-specific.
Must-know: An in-depth review of SanDisk’s 2Q14 earnings
SanDisk (SNDK) was founded in 1988. It’s a pioneer in flash memory technology. It designs, develops, and manufactures NAND flash memory storage solutions.
Why Micron expects mobile DRAM to be future growth catalyst
Micron said mobile DRAM products accounted for a significant majority of its wireless solutions group sales in the second quarter of fiscal 2014.
Why competition in the 3D NAND flash space is heating up
Micron revealed plans to transition from planar NAND flash to 3D NAND flash, with volume production targeted for fiscal 2015 with planar NAND scaling slowing down and reaching its limits.
Why NOR flash is a key product for Micron
Micron offers both parallel and serial-interface NOR flash products. These NOR products offer high densities, XiP performance, architectural flexibility, and are highly reliable in demanding industrial settings.
Will Micron and Samsung Have a Better 2016?
Heavyweights in the memory space such as Micron (MU), Samsung (SSNLF), and SK Hynix (HXSCF) may see an improvement in DRAM (dynamic random access memory) prices.
32 GB Flash NAND Contract Price Falls 4.7% in 3 Weeks
The contract price of 32 GB NAND has fallen 4.7% from $1.69 to $1.61, whereas the contract price of 64 GB NAND has fallen 1.8% from $2.19 to $2.15.
Semiconductors: The Web of Interlinked Ecosystem
Five decades ago, semiconductors were just a prototype. Now, Statista estimates the semiconductor industry to grow up to $831.5 billion by 2024.
Samsung Introduces 10nm DRAM Chips, Mass Produces 18nm Chips
Samsung will reveal the 10nm mobile DRAM (dynamic random-access memory) “in the near future.” The memory is 30% faster and uses 20% less power.
What’s the Recent Trend in 2GB DRAM Spot Prices?
The spot price of 2GB DDR3 DRAM fell 0.94% from $0.96 on March 25 to $0.95 on April 5, 2016. The spot price of 4GB DDR 3 DRAM fell 1.3% from $1.65 to $1.63.
How Much Did the 2GB DRAM Spot Price Fall Last Week?
The spot price of 2GB (gigabyte) DDR3 (double data rate 3) DRAM fell 1.7% from $1.05 on February 19, 2016, to $1.03 on February 26, 2016.
What Is the Recent Trend in 2GB DRAM Spot Prices?
The spot price of 2GB DDR3 (double data rate 3) DRAM fell 3.4% from $1.11 on January 22, 2016, to $1.07 on February 12, 2016.
Samsung’s Market Share Is Expected to Increase in Fiscal 2016
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.
Samsung and SK Hynix Are Dominating the 8GB DRAM Market
Samsung and SK Hynix’s combined share of the global 8GB DRAM market is greater than the total DRAM market. Samsung has a market share of 45%, while SK Hynix’s market share is 28%.
The semiconductor market: Some of the challenges explained
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.”