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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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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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357 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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466 Views
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bullish
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Chipmos Technologies
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19 Jul 2023 13:34
ChipMOS: Results Ahead & Key Clients for Display and Memory Signal a Turn Around Is Happening
We had a call with ChipMOS management about the company's latest long-term research efforts and drivers. The shares appear well supported into an...
Vincent Fernando, CFA
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423 Views
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bullish
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Nanya Technology
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13 Jul 2023 11:03
Memory Monitor: Nanya Management Provides More Color on DRAM Cycle Bottom; Elan a Long W/ More Edge
While Nanya's comments indicated a more delayed recovery for Memory than Micron's recent guidance, overall the industry for Micron, SK Hynix, and...
Vincent Fernando, CFA
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405 Views
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bullish
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Fadu
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12 Jul 2023 15:02
Fadu IPO - Thoughts on Valuation
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. Previously, we looked at the company’s past performance and undertook a peer...
Ethan Aw
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371 Views
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