According to data just released this morning from DRAMeXchange, revenues in the global DRAM market popped by 13.4% sequentially to $14.1 billion for the quarter ended March 2017. PC DRAM prices rose by a whopping 30% in the quarter, spurred by demand from OEMs/ODMs, which led to an all-time record h
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According to a report from the Wall Street Journal this morning, Apple has completed the initial batch of assembled-in-India iPhone SE.According to the report, Wistron, Apple's Taiwanese contract manufacturer, has completed the first ever batch of iPhones that are locally manufactured in I
Early this past March, I had written an article talking about the value Sina presented (trading below $70 per share), especially if one compares it to then newly-minted IPO, Snap. The article was written just after blow-out earnings from Sina for the December 2016 quarter.This morning, Sin
Last week comScore released a comprehensive white paper that dealt with a variety of topics including the growth in mobile, digital media, social and video platforms, e-commerce. all of which had important ramifications for investors in techland's best and biggest companies.The white paper received
There has been a lot of noise about how DRAM and NAND pricing is about to collapse and companies that are focused on those chips are about to see their share prices collapse as well.Most recent was the bear case from Goldman Sachs which laid out the argument that companies in the space like Micron,