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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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bullish
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Thematic (Sector/Industry)
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23 Nov 2023 09:52
HBM's Impact on DRAM Revenues
HBM DRAM prices remained stable while mainstream DRAM prices collapsed, attracting attention from all DRAM makers. SK hynix holds a first-mover...
Jim Handy
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278 Views
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bearish
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Thematic (Sector/Industry)
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20 Nov 2023 17:30
Q323 Memory Segment Review, Outlook
Q323 DRAM revenue $13.2 billion, +19.25% QoQ, but -27% YoY. Q323 NAND revenues $9.3 billion, +4% QoQ but -31.7% YoY. All memory players remain loss...
William Keating
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291 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2023 07:51
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
Fabricated Knowledge
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307 Views
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bullish
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Taiwan Semiconductor (TSMC)
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07 Nov 2023 06:30
Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color This Week
Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
Vincent Fernando, CFA
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424 Views
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bullish
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Samsung Electronics
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04 Nov 2023 13:12
Samsung. Strategic Shift Reverses Memory ASP's Downward Spiral
A strategic shift in marketing strategy has reversed Samsung Memory's downward ASP spiral but further production cuts are still required for...
William Keating
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443 Views
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