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Micron Technology (MU US)
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600
Analysis
Information Technology
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United States
Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.
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bearish
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Thematic (Sector/Industry)
•
13 Jul 2023 22:05
Nanya Q2'23 Results. Doldrums Ahoy!
Q2’23 revenue NT$ 7,027 million, +9.4% QoQ , -61% YoY. Customer inventories ~normalised, supplier inventories remain ++. Until this corrects or...
William Keating
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421 Views
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bullish
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Thematic (Sector/Industry)
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30 Jun 2023 19:50
Micron, Oracle Database Spending, GPU Restrictions, MLPerf, Amkor, and V Icor
Micron's earnings are boring. And a Vicor signal boost. Micron said we bottomed, wrung their hands a ton about gross margins and comparability...
Fabricated Knowledge
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389 Views
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bearish
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Thematic (Sector/Industry)
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05 Jun 2023 14:03
Semiconductors H2 Rebound? Curb Your Enthusiasm!
The H2'23 recovery will likely be muted. Downgraded our FY'23 outlook for Foundry, PC, Smartphone and Silicon Wafer segments. While most semis are...
William Keating
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441 Views
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bullish
•
NVIDIA Corp
•
28 May 2023 10:18
NVIDIA. Yikes! Have We Missed The Boat?
Q1’23 revenues of $7.19 billion, -13% YoY but up +19% QoQ. Q2'23 outlook @ $11 billion, a ~55% QoQ increase. NVIDIA may be the gold rush, but picks...
William Keating
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607 Views
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bullish
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Nanya Technology
•
15 Oct 2022 17:08
Nanya Tech: Another Example of Capex Reduction, Major Share Price Divergence
Announced major reduction in capex is good news as the company is holding back volume expansion and focusing on higher value output.
Vincent Fernando, CFA
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279 Views
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