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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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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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576 Views
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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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336 Views
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bullish
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Micron Technology
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25 Aug 2023 09:24
Memory Monitor: SK Hynix Appearing Prescient; Relative Value in Micron
NAND and DRAM price declines have stabilized. Demand for DRAM from servers is expected to exceed that from mobile devices, driven by AI usage.
Vincent Fernando, CFA
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613 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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488 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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512 Views
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