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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
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31 Jan 2023 23:28
Taiwan Tech Weekly: Samsung Results; Will Bleed Competitors; Japan & Holland Join China Chip Ban
Samsung re-iterated that it would NOT cut capex despite the market downturn - Samsung appears ready to endure losses which is negative for Nanya...
Vincent Fernando, CFA
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275 Views
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bearish
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Thematic (Sector/Industry)
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22 Jan 2023 09:17
Is The Semiconductor Collapse Slowing?
One week before most chip companies report revenues, the semiconductor market seems to be slowing its decline. Although the market hasn't yet hit...
Jim Handy
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430 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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12 Jan 2023 11:46
Taiwan Tech Weekly: Global Optimism for Semi Stocks, Taiwan's New Subsidies, TSMC CEO Buying Stock
TSMC results will be released this afternoon. Notably, TSMC's CEO has been buying shares over the last three months. Hon Hai begins iPhone 15 trial...
Vincent Fernando, CFA
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586 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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03 Jan 2023 22:01
Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
Vincent Fernando, CFA
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414 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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27 Dec 2022 06:33
Taiwan Tech Weekly: Samsung Will Keep Expanding Capacity, China Chip Restrictions Tighten Further
China chip restrictions get more severe -- Now Arm is not selling its most advanced chip architectures to Chinese firms.
Vincent Fernando, CFA
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486 Views
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