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Micron Technology (MU US)
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616
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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29 Feb 2024 14:22
Semiconductor Memory 2023 In Review, 2024 Outlook
2023 memory revenues -36% YoY from $140.3 billion to $89.2 billion. This followed a 14% decline YoY in 2022. Forecasting >40% YoY growth in 2024,...
William Keating
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314 Views
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bullish
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Thematic (Sector/Industry)
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26 Feb 2024 11:46
AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the...
Criat
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234 Views
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bullish
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Silicon Motion Technology
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12 Feb 2024 13:07
Silicon Motion Memory Readthrough: NAND Flash to Remain In Shortage; Up-Cycle to Persist
Silicon Motion beats expectations and predicts strong growth for NAND flash in 2024E and 2025E plus new enterprise data center products....
Vincent Fernando, CFA
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431 Views
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bullish
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Samsung Electronics
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31 Jan 2024 11:02
Samsung Memory Revenues Up Impressively
Samsung's memory business sees significant growth in Q4, driven by AI and inventory stabilization, nearing positive margins while SK hynix turns...
Jim Handy
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243 Views
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bullish
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SK Hynix
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28 Jan 2024 15:56
SK Hynix & The Dawn Of Custom Memory Solutions
SK Hynix reported Q423 revenues of 11.31 trillion won, +25% QoQ, +47% YoY. Op profit 346 billion won, first in five quarters. A pivot to custom...
William Keating
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314 Views
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