Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Micron Technology (MU US)
Watchlist
600
Analysis
Information Technology
•
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.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Thematic (Sector/Industry)
•
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
Follow
281 Views
Share
bearish
•
Thematic (Sector/Industry)
•
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
Follow
295 Views
Share
bullish
•
Thematic (Sector/Industry)
•
16 Nov 2023 07:51
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
Fabricated Knowledge
Follow
309 Views
Share
bullish
•
Thematic (Sector/Industry)
•
14 Nov 2023 09:21
•
Broker
Will Humane’s AI-Powered Screenless Device Become the Successor to Smartphones?
On 10 Nov, AI Start up Humane, founded by ex-Apple engineers, has officially launched the AI Pin, an OpenAI-powered wearable.
CMB International
Follow
223 Views
Share
bullish
•
Taiwan Semiconductor (TSMC)
•
07 Nov 2023 06:30
Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color This Week
Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
Vincent Fernando, CFA
Follow
428 Views
Share
First
Previous
18
19
20
21
22
23
24
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.34.2
x