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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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Thematic (Sector/Industry)
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02 Apr 2024 10:14
Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...
Fabricated Knowledge
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281 Views
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bullish
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Nanya Technology
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22 Mar 2024 11:30
Memory Monitor: Micron Leapfrogging Into HBM3E for AI; Nanya Lagging Peers But Poised to Benefit
Micron's strong results and forward margin guidance lead to soaring shares, with successful leapfrogging into HBM memory space and high demand...
Vincent Fernando, CFA
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448 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
10 Mar 2024 18:14
Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging in Focus
TSMC and Mediatek see significant stock gains, with TSMC ramping advanced packaging capacity and the iPhone 16 is on schedule. Dell and HPQ...
Vincent Fernando, CFA
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447 Views
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bearish
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NVIDIA Corp
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10 Mar 2024 13:00
MV US Listed Semiconductor 25 Index Rebalance: Over US$1bn to Sell in NVIDIA
TSMC is the largest buy and NVIDIA is the largest sell at the SMH rebalance in March. Estimated one-way turnover is 8.3% resulting in a round-trip...
Brian Freitas
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742 Views
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bearish
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Thematic (Sector/Industry)
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01 Mar 2024 13:24
The Big Question: Can Today's AI Surge Last?
Today there's a surge in AI spending, and this has led to a recovery for DRAM makers. This Insight questions where this money is coming from, and...
Jim Handy
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379 Views
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