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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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Semiconductor Manufacturing International Corp (SMIC)
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30 Sep 2020 08:29
US Government Puts the Squeeze on SMIC
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Jim Handy
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266 Views
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bearish
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Kioxia Holdings
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24 Sep 2020 14:47
Kioxia – Examining the Long-Term Margin Trends and Where Fair Value May Lie
While Kioxia’s value lies in its through-cycle earnings generation, disclosed financials have a limited history. As such, we have combined Kioxia’s...
Mio Kato
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453 Views
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bearish
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Kioxia Holdings
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23 Sep 2020 21:03
Kioxia IPO: Valuation Insights
Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. TMC was spun off from Toshiba Corp (6502 JP) and acquired by...
Arun George
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355 Views
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bearish
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Thematic (Sector/Industry)
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23 Sep 2020 16:05
Server CPU, DRAM, NAND Sales Heading For A Significant Decline As Inventory Digestion Commences.
A leading indicator for server sales
William Keating
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263 Views
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bullish
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Thematic (Sector/Industry)
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18 Sep 2020 00:20
SIA July Stats Still Show Strength
The Semiconductor Industry Association's
Jim Handy
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330 Views
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