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Micron Technology (MU US)
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597
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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Nanya Technology
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08 Apr 2024 21:19
Memory Monitor: Nanya's Results to Provide Latest Color on DRAM Post Earthquake; Short Int Rising
Nanya Tech to report results -- Potential insight into DRAM outlook amid Micron's earthquake impact evaluation. We note increased short interest....
Vincent Fernando, CFA
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336 Views
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bullish
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Thematic (Sector/Industry)
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02 Apr 2024 10:14
Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...
Fabricated Knowledge
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277 Views
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bullish
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Nanya Technology
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22 Mar 2024 11:30
Memory Monitor: Micron Leapfrogging Into HBM3E for AI; Nanya Lagging Peers But Poised to Benefit
Micron's strong results and forward margin guidance lead to soaring shares, with successful leapfrogging into HBM memory space and high demand...
Vincent Fernando, CFA
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446 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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10 Mar 2024 18:14
Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging in Focus
TSMC and Mediatek see significant stock gains, with TSMC ramping advanced packaging capacity and the iPhone 16 is on schedule. Dell and HPQ...
Vincent Fernando, CFA
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444 Views
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bearish
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NVIDIA Corp
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10 Mar 2024 13:00
MV US Listed Semiconductor 25 Index Rebalance: Over US$1bn to Sell in NVIDIA
TSMC is the largest buy and NVIDIA is the largest sell at the SMH rebalance in March. Estimated one-way turnover is 8.3% resulting in a round-trip...
Brian Freitas
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741 Views
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