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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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bullish
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Thematic (Sector/Industry)
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30 May 2024 09:54
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Podcast
An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office
How the CHIPS Program office plans to divert the future of Semiconductors back to America. I had the opportunity to talk about the CHIPS Act’s...
Fabricated Knowledge
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403 Views
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bullish
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Chipmos Technologies
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29 May 2024 19:47
TechChain Insights: Call with ChipMOS, Memory and Display Markets Color
Management sees 1Q24 as the bottom for memory and display markets, with clients increasing utilization. Expectation for stronger large display...
Vincent Fernando, CFA
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371 Views
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bullish
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NVIDIA Corp
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23 May 2024 09:47
Nvidia Up Sharply Again - Can This Last?
Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...
Jim Handy
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370 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2024 16:10
Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases
Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...
William Keating
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189 Views
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bearish
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Thematic (Sector/Industry)
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06 May 2024 10:05
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs. I will start with a AMD section. Shares are down ~6-7%...
Fabricated Knowledge
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