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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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Micron Technology
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17 Mar 2021 07:36
Micron Kills 3D XPoint - Is Intel in Trouble?
Will Micron's sudden exit from the 3D XPoint market threaten Intel or Intel's customers? It seems that this will actually be a relatively...
Jim Handy
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515 Views
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bullish
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Thematic (Sector/Industry)
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05 Mar 2021 07:28
January Semiconductors Up 13.2% Y/Y
Semiconductor revenues broke records in both December and January, and the business seems poised to continue to fare very well over 2021. This...
Jim Handy
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364 Views
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bullish
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Micron Technology
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04 Mar 2021 06:47
Micron Ups Guidance: Revenues +10%, EPS +17%
Micron upgraded its guidance today (March 3) indicating that the company is doing unexpectedly well, and sees reason to believe that this strength...
Jim Handy
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246 Views
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bearish
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Thematic (Sector/Industry)
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17 Feb 2021 04:01
Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
Jim Handy
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192 Views
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bearish
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Samsung Electronics
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12 Feb 2021 03:02
Samsung Surprisingly Cautious in 4Q Earnings Call
It's surprising how muted Samsung's outlook was in its 4Q20 earnings call when compared with Micron's call a month earlier. Here's some insight to...
Jim Handy
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447 Views
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