ENTITY
Micron Technology

Micron Technology (MU US)

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Analysis
Information TechnologyUnited 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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02 Feb 2019 13:46

Semiconductor Memory Business Shrinking Fast

Earnings have been announced for Intel, Samsung, SK hynix, and Western Digital, and the memory business is clearly undermining all of these...

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Jim Handy
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01 Feb 2019 13:07

2019 Semiconductors: 5%+ Decline

An earlier post outlined the general direction of the Objective Analysis 2019 forecast but didn't provide any numbers.  In this post I explain the...

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Jim Handy
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bullishSK Hynix
27 Jan 2019 21:59

SK Hynix: Attractive at Current Level

Multiple news article mentioned SK Hynix' weak Q4 2018 numbers due to the slowdown in the smartphone markets but the fact remains that: smartphone...

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23 Jan 2019 15:09

Inventory Clearance and the Semiconductor Cycle

A very normal part of the semiconductor cycle is inventory clearance.  DRAM makers are starting to discuss this in their earnings calls.  What they...

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Jim Handy
568 Views
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23 Jan 2019 09:11
Smartkarma Originals

A Bear Investment Case for TSMC (In-Depth Version)

From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...

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