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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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Taiwan Semiconductor (TSMC) - ADR
•
10 Apr 2023 07:05
Taiwan Tech Weekly: Samsung Finally Announces Chip Production Cuts; Hon Hai's New EV Factory
Samsung reversed its production capacity strategy after suffering losses. Also, Japan's semiconductor manufacturing equipment export restrictions...
Vincent Fernando, CFA
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344 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
06 Apr 2023 09:05
Taiwan Tech Weekly: Market Re-Opens After Long Holiday; U.S.-China Chip War Heats Up Further
Hon Hai reports start of production for electric tractors in the U.S., and separately its founder is seeking the support of Taiwan's KMT party to...
Vincent Fernando, CFA
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539 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Mar 2023 19:57
Taiwan Dual-Listings: ADR Premiums on the Rise; TSMC Premium Persistently Higher Lately
Other spreads have risen as well lately; it's probably best to wait for significant reversals, which usually happen within two weeks at most.
Vincent Fernando, CFA
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401 Views
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bullish
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Micron Technology
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30 Mar 2023 07:10
Micron Results: Take-Aways for Memory, PC Industry Outlook; Long Micron Vs. Short Nanya
Micron said it sees signs of customer inventories improving, and expects the Memory industry's supply/demand imbalance to improve through the end...
Vincent Fernando, CFA
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269 Views
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bearish
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Thematic (Sector/Industry)
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29 Mar 2023 11:19
Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
William Keating
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308 Views
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