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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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24 Sep 2021 07:41
Does DRAM Need EUV?
Is EUV really necessary for DRAM? Samsung thinks so, while Micron disagrees. Whoever wins will enjoy a lower cost structure than the other. ...
Jim Handy
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359 Views
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bullish
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Thematic (Sector/Industry)
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10 Sep 2021 07:43
Semiconductors Continue Surprise Strength
Semiconductor revenues in July were 29% higher than the prior year and the market set a new record. Will this continue? Yes, for a while, but...
Jim Handy
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236 Views
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bullish
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Toshiba Corp
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30 Aug 2021 14:14
Toshiba Corp (6502 JP) Chapter 6: Potential for Value Creation
@Toshiba (6502.JP) activists might applaud a Wester Digital Merger, but this is just one alternative - PE bids still viable. Perhaps value...
David Lepper
186 Views
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bullish
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Thematic (Sector/Industry)
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27 Aug 2021 12:15
June Semiconductor Revenues Reach New Record
Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...
Jim Handy
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180 Views
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bullish
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Kioxia Holdings
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26 Aug 2021 09:11
Kioxia Solid in Latest Quarter - Time for an IPO?
Kioxia is poised to post historically high revenues in the fourth quarter. Does this imply that the long-awaited IPO is imminent?
Jim Handy
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199 Views
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