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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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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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367 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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488 Views
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bullish
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Toshiba Corp
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08 Jun 2023 20:49
Toshiba's Board Buckles Under - As Things Stand, Board Supports and Recommends JIP Offer
In March, Toshiba's Board said they could not recommend JIP's price. 10 weeks later, Peers are up, Toshiba fwd earnings f/casts are up vs peers,...
Travis Lundy
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589 Views
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bullish
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Thematic (Sector/Industry)
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25 May 2023 06:36
Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
Jim Handy
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472 Views
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bullish
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Cross Asset Strategy
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24 May 2023 09:57
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Syndicated
CX Daily: Chinese Fast Fashion Platforms Could Be Next U.S. Target
E-commerce /In Depth: Chinese fast fashion platforms could be next U.S. target Sentiment /: British firms ‘conditionally optimistic’ about their...
Caixin Global
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241 Views
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