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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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Thematic (Sector/Industry)
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22 Jun 2023 08:18
Encouraging Signs in Recent Semi Stats
The chip market is giving signs of a recovery which will see rising revenues but should remain unprofitable for commodity players until mid-2024. ...
Jim Handy
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354 Views
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bearish
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Thematic (Sector/Industry)
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20 Jun 2023 16:31
Intel, Micron Expanding In Different Directions
While Intel got a red light on Chengdu, Micron got a green light on Xi'An. Intel announces surprise Poland AT investment on the same day as...
William Keating
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387 Views
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bullish
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Cross Asset Strategy
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20 Jun 2023 10:30
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Syndicated
CX Daily: Sands of Time Ticking on China’s Fight to Hold Back the Desert
Sandstorms /: Cover Story: Sands of time ticking on China’s fight to hold back the desert China-U.S. /: China and U.S. move to ratchet down...
Caixin Global
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269 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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19 Jun 2023 08:04
Taiwan Tech Weekly: Nvidia Highlights Intel & Mediatek; AI Server DRAM Demand; Delta Price Surges
More Nvidia Takeaways from two conferences the company spoke at -- The company highlighted support for Intel's new Foundry business, Mediatek, and...
Vincent Fernando, CFA
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358 Views
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bullish
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Qualcomm Inc
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11 Jun 2023 14:10
MVIS US Listed Semiconductor 25 Index Rebalance: Chipping Away
No constituent changes, but there are float/capping changes. Estimated one-way turnover is 3.9% resulting in a one-way trade of US$358m. Stocks are...
Brian Freitas
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480 Views
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