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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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bearish
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Thematic (Sector/Industry)
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02 Sep 2016 21:03
# AppleTax
The EU decision to order the Irish government to collect EUR13bn in back taxes from Apple has been a hot topic of debate in recent days.With many...
Amareos
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332 Views
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bullish
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Thematic (Sector/Industry)
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23 Aug 2016 10:03
Will TSMC Win 7/10nm Again Against Samsung and Intel
After market confirmed TSMC is getting almost 100% of Apple iPhone 7 A10 application processor (AP) order based on its 16nm FinFET process in 2H16E...
Andrew Lu
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425 Views
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bullish
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Micron Technology
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04 Aug 2016 17:38
Another Look at China NAND Expansion
We believe set up of YRST is to combine all funding resources up to US$24bn from National Integrated Circuit Industry Investment Fund, Tsinghua...
Andrew Lu
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492 Views
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bearish
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Samsung Electronics
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04 Aug 2016 00:33
NAND Memory Oversupply Concern: Implication of Tsinghua-XMC Merger on Samsung
A very interesting news came out of China’s memory chip industry. Tsinghua Unigroup merged its memory chip operations with that of Chinese...
Sanghyun Park
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218 Views
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bullish
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Thematic (Sector/Industry)
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25 Jul 2016 06:02
Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
Andrew Lu
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226 Views
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