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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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Lasertec Corp
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10 Sep 2023 06:30
Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, KOSDAQ150, Yuanta ETFs, MVA, MVW, SMH
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
Brian Freitas
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550 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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09 Sep 2023 15:00
MVIS US Listed Semiconductor 25 Index Rebalance: Upweight for TSMC
No constituent changes, but there are float/capping changes. Estimated one-way turnover is 5.9% resulting in a one-way trade of US$595m. Stocks are...
Brian Freitas
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613 Views
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bearish
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Thematic (Sector/Industry)
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01 Sep 2023 13:13
Q2'23 Semiconductor Review & Outlook
Q2'23 saw semi sales, memory, silicon wafer & PC shipments PC with modest QoQ growth. Smartphones and server shipments barely missed the cut....
William Keating
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575 Views
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bullish
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Elan Microelectronics
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30 Aug 2023 12:09
Elan Microelectronics: Positioned to Win from PC Upgrade Cycle; Massively Underheld by Institutions
Elan is one of the institutionally most-underheld shares in our universe based on our analysis. Windows 11 adoption and touch usage for PCs has...
Vincent Fernando, CFA
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334 Views
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bullish
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Silicon Motion Technology
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19 Aug 2023 08:08
What's Next for SiMo?
MaxLinear has called off its planned acquisition of Silicon Motion. Does this indicate future problems for SiMo? Not necessarily.
Jim Handy
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483 Views
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