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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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Micron Technology
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29 Apr 2023 01:28
Memory Monitor: SK Hynix & Samsung Losses & Conservative Guidance Indicate Two-Track Chip Recovery
SK Hynix's inventory metrics worsened while Micron appears to be managing inventory better than peers. We see more evidence of a 'two-track...
Vincent Fernando, CFA
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407 Views
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bearish
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Thematic (Sector/Industry)
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28 Apr 2023 14:44
Samsung. When Your Cash Cow Turns Into Your Achilles Heel.
Q1’23 operating profits of 0.64 trillion won, the lowest since Q1'09. Strong S23 sales saved the day. Outlook is for more of the same, albeit the...
William Keating
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352 Views
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bearish
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Thematic (Sector/Industry)
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28 Apr 2023 07:30
Memory Downturn: No End in Sight
Semiconductor memories have collapsed - when will they turn around? After a revenue drop of 60%, memory maker management still have no concrete...
Jim Handy
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309 Views
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bearish
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Thematic (Sector/Industry)
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27 Apr 2023 12:49
SK Hynix Calls Time On The Memory Downturn
SK Hynix reported a Q1'23 net loss of ~ US$1.9 billion. Q1'23 pegged as the trough. Recovery may be nigh, but macro outlook has actually worsened....
William Keating
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308 Views
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bearish
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Thematic (Sector/Industry)
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23 Apr 2023 13:39
LRCX. Memory Bites. Hard
With ~2x exposure to memory compared to its peers, LRCX is feeling the pain.Q1 revenues of $3.87 billion were -26.7% sequentially and -4.4% YoY....
William Keating
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368 Views
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