Samsung Woes: Impact on MU, AMD, AAPL
An article in Digitimes highlights large-scale problems in Samsung logic foundry operations, not very surprising given the negative outlook from ASML last month. This piles on top of the series of negative comments outlined in Samsung’s earnings call last week – DRAM/NAND capacity adjustments to normalize inventory, ongoing slowdown in smartphones, lackluster progress in HBM3e. […]