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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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bullish
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Nanya Technology
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30 Sep 2022 18:06
Nanya Tech: Micron Results, Light at the End of the Tunnel? Shares Rise
Margin guidance implies Nanya Tech and Micron consensus numbers need to be reduced significantly, but Micron management comments provide positive...
Vincent Fernando, CFA
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344 Views
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bullish
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Nanya Technology
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27 Sep 2022 16:08
Nanya Tech: Valuation Backtest Implies Upside, Potential Catalyst Thursday
The median 6-month total shareholder return has been 40.5% for instances since 2012 when the company has traded below 1.0x PBV. Net cash to market...
Vincent Fernando, CFA
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187 Views
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bullish
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Silicon Motion Technology
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05 Aug 2024 17:00
Silicon Motion 2Q24 Results Take-Aways: Strong Growth & NAND Flash Market Share Gains Expected
Silicon Motion sees strong demand for NAND flash controllers from PC and smartphone industries. Expects pricing to improve into 2025E and market...
Vincent Fernando, CFA
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179 Views
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bullish
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Thematic (Sector/Industry)
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29 Jul 2024 09:00
GEMWeekly (26 Jul 2024): PBOC Cuts Rates; South Korea, Thailand Macro; Kakao, Tencent, Samsung
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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174 Views
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bearish
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Thematic (Sector/Industry)
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24 Jul 2024 06:51
Is the AI Boom Over?
Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...
Jim Handy
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402 Views
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