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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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SK Hynix
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20 Feb 2022 23:57
SK Hynix: Improving Global Market Positioning Whilst Still Trading at Discount Valuation Multiples
In this insight, we analyse SK Hynix’s relative market share changes, market pricing dynamics, and revenue growth outlook, as well as an updated...
Wium Malan, CFA
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185 Views
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bullish
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Thematic (Sector/Industry)
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05 Feb 2022 07:35
DRAM Market Poised for Steady Growth in 2022
DRAM makers posted a small 6% Q/Q revenue decline in Q4, but gave an outlook for solid 2022 growth after growing 41% in 2021. This seems to be a...
Jim Handy
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288 Views
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bullish
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Micron Technology
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19 Jan 2022 22:07
Micron Technology Inc. - Investment Thesis
Micron delivered a strong fiscal Q1 result with decent year-over-year revenue growth and solid profitability. Their strong start to the year,...
Baptista Research
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20 Views
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bullish
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Thematic (Sector/Industry)
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05 Jan 2022 07:08
November Semiconductors Once Again Set Records
The semiconductor market once again set records in November, with 2021 revenues and unit shipments out-stripping all prior record years in its...
Jim Handy
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330 Views
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bullish
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Thematic (Sector/Industry)
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30 Dec 2021 13:33
2022 High Conviction - Modest Semiconductor Growth
Can today's semiconductor revenue growth continue, or will the market undergo another collapse? Objective Analysis calls for 6% growth, and shows...
Jim Handy
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846 Views
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