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Micron Technology (MU US)
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601
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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01 Jul 2024 10:03
Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
Fabricated Knowledge
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241 Views
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bullish
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Thematic (Sector/Industry)
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26 Jun 2024 06:51
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Broker
Semiconductors - Thematic Investing and Megatrends: AI Exposure Update
Nvidia became the world’s most valuable company on 18 June, with market cap topping US$3.34trn, though it has retreated by approx.16% from the peak.
CMB International
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233 Views
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bullish
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Taiwan Semiconductor (TSMC)
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25 Jun 2024 21:25
Taiwan Tech Weekly: Declines With Nvidia; Taiwan's Vietnam Shift Continues; UMC's Outlook Improves
New Vietnam investments by Hon Hai and Wistron, Elan preparing for significant AI PC uptake in 4Q24/1H25, UMC's outlook increasingly optimistic for...
Vincent Fernando, CFA
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260 Views
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bullish
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Thematic (Sector/Industry)
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21 Jun 2024 14:23
Samsung, Nanya, Winbond. Watch This Space...
Greatly reduced growth-related WFE CapEx, cannibalisation of legacy node WFE for leading edge transitions and surging demand for HBM will likely...
William Keating
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461 Views
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bullish
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Kinik Company
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17 Jun 2024 01:01
TechChain Insights: Q&A with TSMC Supplier Kinik; Diamond Capex Implies Industry Strength Visibility
Q&A with Kinik reveals expansion of diamond disk capacity crucial for semiconductor production, indicating high visibility into future industry...
Vincent Fernando, CFA
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182 Views
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