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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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21 May 2020 07:19
US-Huawei Battle Likely to Harm US Business
The US Department of Commerce has revised its Foreign-Produced Direct Product Rule and the Entity List in an attempt to further undermine Huawei. ...
Jim Handy
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186 Views
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bearish
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Thematic (Sector/Industry)
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16 May 2020 09:09
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
Jim Handy
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173 Views
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bullish
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Samsung Electronics
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01 May 2020 08:13
Samsung Earnings: Mixed Q1 Results and a Mixed Outlook
Samsung's first quarter earnings call provided a very unusual view of the impact of today's COVID-19 pandemic, showing a mixed impact of the...
Jim Handy
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290 Views
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bullish
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SK Hynix
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23 Apr 2020 13:03
SK Hynix Earnings Call: Respectable Q1, but Unsettling Outlook
In today's earnings call SK hynix posted respectable first-quarter results with numerous warnings that the uncertainties of the coronavirus could...
Jim Handy
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353 Views
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bearish
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Thematic (Sector/Industry)
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19 Apr 2020 12:33
COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.
During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter....
William Keating
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341 Views
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