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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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SK Hynix
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31 Oct 2023 13:12
SK Hynix. DRAM To The Rescue
SK Hynix rQ323 revenues 9.066 trillion won, up 24% QoQ but still -17% YoY. Net income -2.185 trillion won, a 27% improvement QoQ. While DRAM...
William Keating
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285 Views
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bullish
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Thematic (Sector/Industry)
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26 Oct 2023 11:02
SK Hynix Call Bad News for WDC
Kioxia announced a second quarter of growth, but that growth is mainly from DRAM. That's good news for DRAM makers (Samsung and Micron) and bad...
Jim Handy
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274 Views
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bullish
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Kokusai Electric
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24 Oct 2023 08:51
Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
Sumeet Singh
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521 Views
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bullish
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Thematic (Sector/Industry)
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16 Oct 2023 14:17
Semiconductor Events Deserving Your Attention @16/10/23
Samsung's pre-earnings release indicates revenue increased 11.6% QoQ & op profit has increased almost 4x QoQ. ASPEED's revenue grew 32% MoM in...
William Keating
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376 Views
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bullish
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Nanya Technology
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16 Oct 2023 08:48
Nanya Tech: Sharply Worse Margin Performance Than Micron & SK Hynix, But Supports Memory Recovery
The company was more conservative on a pricing recovery outlook for its memory ASPs than Micron and SK, due to lacking DDR5 DRAM products and...
Vincent Fernando, CFA
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