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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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bearish
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Thematic (Sector/Industry)
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18 May 2021 11:32
NAND Flash, DRAM Status & Outlook
The DRAM and NAND flash markets have recently performed well, but there's are hints that the best quarter of this cycle is behind us.
Jim Handy
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197 Views
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bullish
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Thematic (Sector/Industry)
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08 May 2021 08:45
March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
Jim Handy
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333 Views
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bearish
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Samsung Electronics
•
29 Apr 2021 12:38
Samsung Earnings Disappoint After Strong SK Hynix Call
Samsung's April 29 earnings call was lackluster compared to its competitors' recent announcements. Is the company losing its technology lead? Are...
Jim Handy
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220 Views
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bullish
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SK Hynix
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28 Apr 2021 12:44
SK Hynix Posts Good Results, Expects Even Better
SK hynix' April 28 earnings call disclosed not only a good first quarter, but also a great outlook for the rest of 2021, not just for SK hynix, but...
Jim Handy
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227 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2021 08:25
February Semiconductor Revenues Remain Impressively Above Trend
What is driving the current boom in semiconductors? An ongoing shortage, which is driving striking price increases, leading to record revenues. ...
Jim Handy
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308 Views
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