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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)
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03 Dec 2023 14:56
WSTS Forecasts Semi Revenue Increase of 13.1% In 2024. Seriously?
WSTS forecast for 13.1% semi growth in 2024 assumes a ~45% YoY increase in memory revenue. This is an unlikely scenario and not at all the vibe we...
William Keating
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395 Views
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bullish
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Thematic (Sector/Industry)
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01 Dec 2023 15:10
[Blue Lotus Daily]: XPEV/NIO/BYD/TSLA LI/Geely/ACMR/ MU/NVDA/981.HK/1810.HK/000660.KS
Luxeed S7 electric vehicle officially launched with a price reduction, Geely and NIO form a strategic cooperation agreement for battery swapping,...
Blue Lotus Research Institute
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397 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Nov 2023 07:02
Taiwan Tech Weekly: Taiwan AI Top Losers; Dell to Provide PC/Server Color; Post-3Q Results Takeaways
Nanya and Yageo have been top gainers recently with Yageo achieving new 52-week highs; We rate the stocks as Outperform and Structural Long...
Vincent Fernando, CFA
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306 Views
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bullish
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Thematic (Sector/Industry)
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23 Nov 2023 09:52
HBM's Impact on DRAM Revenues
HBM DRAM prices remained stable while mainstream DRAM prices collapsed, attracting attention from all DRAM makers. SK hynix holds a first-mover...
Jim Handy
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281 Views
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bearish
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Thematic (Sector/Industry)
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20 Nov 2023 17:30
Q323 Memory Segment Review, Outlook
Q323 DRAM revenue $13.2 billion, +19.25% QoQ, but -27% YoY. Q323 NAND revenues $9.3 billion, +4% QoQ but -31.7% YoY. All memory players remain loss...
William Keating
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295 Views
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