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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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Micron Technology
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21 Mar 2024 06:57
The First Semi-Micron to Guide 2Q24; All Good News Except MOI
The First Semi-Micron to Guide 2Q24; All Good News Except MOI; AI server, PC, and smartphone driving DRAM bit demand and HBM3e/HBM4 and 1-gamma EUV...
Andrew Lu
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670 Views
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bullish
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Micron Technology
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22 Jan 2024 09:00
Memory Monitor: Microsoft Copilot Will Supercharge Demand for DRAM; SK Hynix, Nanya Tech, Micron
Microsoft's new AI features for Windows require a minimum of 16GB of DRAM, prompting accelerated PC upgrades and a pulling forward of the demand...
Vincent Fernando, CFA
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487 Views
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bullish
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Micron Technology
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30 Nov 2023 12:30
Memory Monitor: Micron Expects 2025E to Be Best-Ever for Memory; But Valuations Have Run Up a Lot
High valuations and the recent bull run make near-term upside for Memory names uncertain. For Long/Shorts one can consider Long Micron vs. Short SK...
Vincent Fernando, CFA
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311 Views
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Micron Technology
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25 Sep 2023 00:19
Micron's Results Likely to Call a Memory Market Trough and Highlight New HBM DRAM for AI
SK Hynix was ahead of peers developing HBM DRAM needed for AI. However, Micron could now convince the market it can catch up by focusing on the...
Vincent Fernando, CFA
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451 Views
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bullish
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Micron Technology
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29 Mar 2024 14:00
Micron Technology: HBM Product Adoption
Micron Technology's Fiscal Second Quarter 2024 Earnings showcased a lean towards optimism with some cautionary notes. It was revealed that the...
Baptista Research
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513 Views
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