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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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Elan Microelectronics
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30 Aug 2023 12:09
Elan Microelectronics: Positioned to Win from PC Upgrade Cycle; Massively Underheld by Institutions
Elan is one of the institutionally most-underheld shares in our universe based on our analysis. Windows 11 adoption and touch usage for PCs has...
Vincent Fernando, CFA
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331 Views
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bullish
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Silicon Motion Technology
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19 Aug 2023 08:08
What's Next for SiMo?
MaxLinear has called off its planned acquisition of Silicon Motion. Does this indicate future problems for SiMo? Not necessarily.
Jim Handy
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480 Views
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bullish
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Fadu
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04 Aug 2023 14:00
Fadu IPO Trading - Strong Subscription Rates Compared to Recent Korean IPOs
Fadu (440110 KS) raised US$151m in its Korean IPO. In this note, we will talk about the demand for the deal and other trading dynamics.
Ethan Aw
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508 Views
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bullish
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Nanya Technology
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31 Jul 2023 09:11
Memory Monitor: Our Site Visit to Micron's A3 Fab in Taiwan; AI Accelerating the Cycle Recovery
Memory names rallied sharply at the end of last week after SK Hynix affirmed that 1Q23 was the cycle bottom and AI-driven DRAM demand was...
Vincent Fernando, CFA
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347 Views
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bullish
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Thematic (Sector/Industry)
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20 Jul 2023 13:20
Is China's Boycott of Germanium Gallium to the US Meaningful?
Although China has threatened to boycott shipments of germanium and gallium to the US, the impact of such a move is likely to be very small. This...
Jim Handy
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461 Views
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