Break out semiconductors’ new liquid cooler systems because this sector is scorching hot. The Republic of Korea dominates one of the hottest markets in this space: memory production. This article takes a look at one of Korea’s pure play producers, SK Hynix Inc. (000660.KS), to find out if analysts expect the memory cycle to end in a flash. Exhibit 1: SK Hynix Inc. Analyst Revision Model (ARM) Components A Perfect Storm A major shift in technology to 3D NAND is underway at a time when demand for memory is strong. Companies are reducing NAND and DRAM production to bring online and

President Obama’s last week in office had one thing in common with the start of his presidency, a focus on the Financials sector. However, eight years later, the story is considerably different. One of the other major sectors to change over those eight years is Information Technology.

Last week marked the halfway point in the first quarter earnings season. With 178 companies reporting, it was also the busiest of the quarter in terms of corporate reporting. Of these companies, 73% beat their consensus estimates. These positive surprises caused the Q1 EPS growth estimate to increase to -5.7%, up from the -7.1% estimate the previous week. Revenue results continued to beat estimates at lower rates, as only 55% of companies reported positive revenue surprises . The Information Technology sector saw 33% of the companies that reported last week miss their EPS estimates. This is the highest rate of