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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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26 Nov 2020 15:52
Silicon Wafers. Why The Tepid Growth Despite Strength in WFE, Foundry & Logic?
With the WFE and foundry segments set for >20% growth in 2020, why are silicon wafer area shipments growing by only 2.4%? Here's what we think the...
William Keating
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335 Views
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bullish
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Kioxia Holdings
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24 Nov 2020 04:53
Kioxia Announcements Enhance Company Value
Kioxia announcements, particularly ethernet native SSDs and KumoScale block, file and object container storage support enhance future value.
Thomas Coughlin
226 Views
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bullish
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SK Hynix
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22 Nov 2020 07:49
SK Hynix: Big Plans for The Future
SK hynix shared its long-term growth targets, and a little math indicates that the only likely way that this can be achieved is through a lot of...
Jim Handy
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232 Views
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bullish
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S&P 500 INDEX
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19 Nov 2020 06:00
U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
Vermilion Research
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180 Views
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bullish
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Micron Technology
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17 Nov 2020 17:28
Micron. Leapfrogging Competitors With A Surprise 176-Layer NAND Flash Chip Announcement.
Micron made a surprise announcement last week that they were in volume production of an industry-leading, 176 Layer NAND Flash product. What does...
William Keating
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226 Views
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