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While it is in the best interests of all producers to cut the supply glut for prices, that's not always the way things shake out.
Apple suppliers' shares are approaching a 30% slide since the start of 2018.
Lam Research is showing Applied Materials that China is still open for business.
Micron's morning slide is indicative of a larger problematic trend.
It sounds like the record got stuck. But stocks are climbing to fresh highs in Asia in a combined push into uncharted territory. Sony and Samsung set today's pace.
The sale of Toshiba's chip unit is a test case for Japanese corporate reform. The electronics maker faces pressure from its banks, investors and bidders, the Japanese government looking on.
Markets are likely to cheer the end of 7 months of political turmoil in tech- and export-driven South Korea.
Rising wages and a push to spur consumption have made China less attractive as a production site. Manufacturers are looking South and East as a result, as investors should note.