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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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Thematic (Sector/Industry)
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09 Jul 2023 16:03
Semiconductor Events Deserving Your Attention @ 9/7/23
Global semi sales $40.7 billion in May'23, +1.7% MoM, -21.1% YoY. Samsung sales & op profit marginally down QoQ. HBM3 standard released, SK Hynix...
William Keating
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489 Views
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bearish
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Samsung Electronics
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05 Jul 2023 03:34
At the Core Lies Why Anything Named Samsung Deserves a Discount
Why Samsung deserves a discount and the new 3 yr shareholder return plan nor M&A will fix this unless one or both of 2 things happen.
Ken S. Kim
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403 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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03 Jul 2023 05:25
Taiwan Tech Weekly: New ASML Restrictions Tighten Vice Further on China; AI & The Nvidia/AMD Family
Also -- TSMC supplier hit by cyberattack, Hon Hai expanding EV in Vietnam, plus our recent research notes on Hon Hai, Nanya Tech, Himax, Yageo, and...
Vincent Fernando, CFA
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455 Views
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bearish
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Micron Technology
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29 Jun 2023 23:53
Micron. Clutching At AI Straws
FQ3’23 revenues $3.8 billion, + 2% QoQ & -57% YoY. Micron: "Profitability and cash flow will remain extremely challenged for some time". For "some...
William Keating
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450 Views
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bullish
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Nanya Technology
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29 Jun 2023 08:11
Memory Monitor: Micron Signals Trough Is Past -- Long Nanya Rebound & Elan Micro a Less Obvious Play
Given Nanya Tech recently rallied ahead of Micron, then reverted back most of the gains, we see at least a10% short-term Long trade for Nanya...
Vincent Fernando, CFA
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489 Views
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