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Micron Technology (MU US)
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602
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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bullish
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SK Hynix
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25 Feb 2017 06:52
Memory Chip Crisis - Oversupply Threat Is Not Imminent
Hynix was down more than 5% again on Friday. Samsung didn't do well either. Apparently, those having a negative view on memory chip business are...
Sanghyun Park
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208 Views
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bullish
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Thematic (Sector/Industry)
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23 Feb 2017 12:56
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
Andrew Lu
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1k Views
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bearish
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Micron Technology
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15 Feb 2017 17:39
What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
Andrew Lu
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397 Views
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bullish
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Thematic (Sector/Industry)
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08 Feb 2017 16:34
Rise of the Machines: The AI Arms Race…
It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...
Sean Maher
668 Views
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bearish
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SK Hynix
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08 Feb 2017 05:56
4 Key Issues About SK Hynix Investment in Toshiba Memory Company
SK Hynix officially confirmed, through a regulatory filing, that it submitted a "non-binding" offer for the stake in Toshiba's new memory company...
Sanghyun Park
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257 Views
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