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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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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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447 Views
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bearish
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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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294 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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278 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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526 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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380 Views
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