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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: bigchad who wrote (78275)12/20/2017 9:57:04 PM
From: Sam  Read Replies (1) | Respond to of 95531
 
That would be really stupid, but I'm not sure Hynix has great NAND technology. They may be hoping that with China's help, they can improve it together. I wonder if Japan would stop any Hynix involvement if they partner in any way with China. I would think that they would.

Meanwhile, I just got an email that said that Micron's new First Call earnings estimates are now 9.66 for 2018 and 8.55 for 2019.

Not that that seems to mean much.

EDIT: The articles I see claim that they are talking to Tsinghua about partnering in a foundry business.

SK hynix Rumored to be Eying Foundry Venture with China
koreabizwire.com