4 posts and columns on memory chip

Netbooks Come Into Their Own

in Personal Technology on November 5, 2008 at 6:10 pm PT

Walt reviews the latest entrants in the “netbook” category–devices that are between a laptop and a smart phone in size and versatility–and finds some compelling choices.
netbook

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Micron: Another Rough Quarter; Cuts Exec Pay By 20 Percent

in News on October 1, 2008 at 5:03 pm PT

Micron (MU) posted worse-than-expected results this afternoon for its fiscal fourth quarter ended August 28. The memory chip company posted revenue of $1.45 billion, below the Street consensus at $1.54 billion. The company lost $344 million in the quarter, including a $205 million write-down of inventory and work in progress, offset by a gain of $70 million for price adjustments for NAND products purchased from other suppliers in prior periods.

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Semiconducter Equipment Recovery Delayed, Says Pacific Crest

in News on September 11, 2008 at 1:05 pm PT

Pacific Crest’s Weston Twigg trimmed his EPS estimates this morning for a number of semiconductor equipment companies, asserting that a recovery in demand is likely to take longer than previously expected.

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DRAM Contract Prices Seen Down 10 Percent in Early September

in News on September 3, 2008 at 12:37 pm PT

The freefall in memory chip prices continues unabated. In a research note this morning, Lehman’s Korea-based chip analyst, C.W. Chung, said that DRAM contract prices in the first half of September are set to decline another 10 percent, following a 10 percent drop in the second half of August. And Chung sees a further fall in the second half of September.