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Micron Technology (MU US)
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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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Micron Technology
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26 Mar 2024 10:42
Micron's Earnings and Broadcom's Accelerators
It's all about AI. Micron is proving the memory thesis true, and Broadcom has a new accelerator customer. Also Nvidia's Moat.
Fabricated Knowledge
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Micron Technology
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25 Sep 2023 00:19
Micron's Results Likely to Call a Memory Market Trough and Highlight New HBM DRAM for AI
SK Hynix was ahead of peers developing HBM DRAM needed for AI. However, Micron could now convince the market it can catch up by focusing on the...
Vincent Fernando, CFA
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447 Views
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Micron Technology
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21 Mar 2024 22:09
Micron. Back In The Black & No Going Back
Q224 revenues $5.8 billion, +23% QoQ & +58% YoY. Net income turned positive & amounted to $476 million. Q324 revenues of $6.6 billion & gross...
William Keating
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Micron Technology
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21 Mar 2024 07:34
Micron Earnings: HBM Driving Price Increases in Other Sectors
Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.
Jim Handy
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Micron Technology
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29 Feb 2024 21:40
Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On
Memory competition is intensifying with Micron and Samsung's latest HBM3e production announcements. Nvidia's GPUs lean heavily on performance...
Vincent Fernando, CFA
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