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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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SK Hynix
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25 Jan 2024 21:20
What SK Hynix's Latest Results Indicate for PC & Mobile Makers into 2025E, Including Apple
SK Hynix expects strong industry demand growth in 2024 and beyond, particularly due to AI expansion. AI mobile phones will be a future driver and...
Vincent Fernando, CFA
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494 Views
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bullish
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Thematic (Sector/Industry)
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21 Jan 2024 08:49
What to Expect In SK Hynix and Samsung Earnings Calls
How will the SK hynix earnings call on Jan 25 and the Samsung earnings call on Jan 31 play out? Certain indicators, spelled out in this insight,...
Jim Handy
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334 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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11 Jan 2024 13:15
Taiwan Tech Weekly: Dell Outperforms Taiwan PC Names; TSMC Results Coming After Taiwan Election
Taiwan PC names have gone from being top winners to top losers, while Nanya Tech underperformed compared to Micron and SK Hynix. Could Microsoft...
Vincent Fernando, CFA
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351 Views
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bullish
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Silicon Motion Technology
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31 Dec 2023 13:28
Silicon Motion: Next Wave of the Memory Recovery; High-End NAND Prices More Than Doubled From Lows
Silicon Motion shares are down 5% over the last year. They have been weighed down by their terminated acquisition by MaxLinear, but now could offer...
Vincent Fernando, CFA
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303 Views
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bullish
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Thematic (Sector/Industry)
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29 Dec 2023 12:25
[Blue Lotus Daily]: NIO/LI/1211 HK/600104 CH/601633 CH/MU/SMIC/1810 HK/981 HK
NIO unveils ET9 car for 2025; Micron settles with Fujian Jinhua; Huawei introduces new Nova devices with mixed reviews.
Blue Lotus Research Institute
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