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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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Thematic (Sector/Industry)
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20 Jul 2023 13:20
Is China's Boycott of Germanium Gallium to the US Meaningful?
Although China has threatened to boycott shipments of germanium and gallium to the US, the impact of such a move is likely to be very small. This...
Jim Handy
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464 Views
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bullish
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Chipmos Technologies
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19 Jul 2023 13:34
ChipMOS: Results Ahead & Key Clients for Display and Memory Signal a Turn Around Is Happening
We had a call with ChipMOS management about the company's latest long-term research efforts and drivers. The shares appear well supported into an...
Vincent Fernando, CFA
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421 Views
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bullish
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Nanya Technology
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13 Jul 2023 11:03
Memory Monitor: Nanya Management Provides More Color on DRAM Cycle Bottom; Elan a Long W/ More Edge
While Nanya's comments indicated a more delayed recovery for Memory than Micron's recent guidance, overall the industry for Micron, SK Hynix, and...
Vincent Fernando, CFA
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400 Views
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bullish
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Fadu
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12 Jul 2023 15:02
Fadu IPO - Thoughts on Valuation
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. Previously, we looked at the company’s past performance and undertook a peer...
Ethan Aw
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370 Views
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bullish
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Thematic (Sector/Industry)
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09 Jul 2023 16:03
Semiconductor Events Deserving Your Attention @ 9/7/23
Global semi sales $40.7 billion in May'23, +1.7% MoM, -21.1% YoY. Samsung sales & op profit marginally down QoQ. HBM3 standard released, SK Hynix...
William Keating
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486 Views
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