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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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Taiwan Semiconductor (TSMC) - ADR
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20 Sep 2023 08:16
Taiwan Tech Weekly: Intel 'AI PC' Chips On Track to Drive 2024E PC Supply Chain
Many types of existing software that used to require expert users can become more valuable with AI capabilities; we believe tomorrow's AI PC killer...
Vincent Fernando, CFA
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411 Views
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bullish
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Thematic (Sector/Industry)
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14 Sep 2023 05:49
SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
Jim Handy
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307 Views
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bullish
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Lasertec Corp
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10 Sep 2023 06:30
Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, KOSDAQ150, Yuanta ETFs, MVA, MVW, SMH
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
Brian Freitas
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547 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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09 Sep 2023 15:00
MVIS US Listed Semiconductor 25 Index Rebalance: Upweight for TSMC
No constituent changes, but there are float/capping changes. Estimated one-way turnover is 5.9% resulting in a one-way trade of US$595m. Stocks are...
Brian Freitas
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610 Views
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bearish
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Thematic (Sector/Industry)
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01 Sep 2023 13:13
Q2'23 Semiconductor Review & Outlook
Q2'23 saw semi sales, memory, silicon wafer & PC shipments PC with modest QoQ growth. Smartphones and server shipments barely missed the cut....
William Keating
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573 Views
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