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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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15 Mar 2023 16:37
Semiconductor Memory Segment Q4 2022 Review, 2023 Outlook
We anticipate memory revenues to trough in Q1 2023, be sequentially flat Q2 followed by modest growth through H2. So far, Q1 has not shown any...
William Keating
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324 Views
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bearish
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Thematic (Sector/Industry)
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15 Mar 2023 05:08
Semiconductor Collapse Is Following Predicted Course
Today's semiconductor market is closely following the forecast we shared in October. This Insight compares the forecast to actual data for the...
Jim Handy
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316 Views
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bullish
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Thematic (Sector/Industry)
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14 Mar 2023 09:14
Semiconductors: 2022 Review & 2023 Outlook
2023 is shaping up to be the reverse of 2022, i.e. downturn continuing through H1 with recovery in H2. A lot depends on when PC and smartphone unit...
William Keating
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351 Views
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bearish
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Nanya Technology
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06 Mar 2023 07:11
Memory Monitor: Latest Two Signals Show Inventory Problems Worsening; Long Micron Vs. Short Nanya
Signal #1 -- Micron's CFO warns that margins will be coming in lower than expected and inventories will remain elevated through FY2023E.
Vincent Fernando, CFA
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298 Views
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bullish
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Chipmos Technologies
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28 Feb 2023 14:45
ChipMOS: Semiconductor Packaging & Testing Signs of Recovery, Cheap Through Cycle
The company sees 1Q23E as the bottom for its performance, followed by a 2Q23E rebound. However, it says it believes the Memory industry may take...
Vincent Fernando, CFA
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246 Views
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