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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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Nanya Technology
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17 Apr 2023 06:55
Memory Monitor: Nanya Technology Hopeful of 2H23E DRAM Recovery
Nanya Technology may have traded off better pricing and margins for a continuation of high inventory levels. Nanya shares have underperformed...
Vincent Fernando, CFA
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210 Views
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bearish
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Thematic (Sector/Industry)
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12 Apr 2023 15:13
Nanya Q1 2023 Revenue Declines 19.2% QoQ
ASPs & bit shipments decreased by high single digits % QoQ. Anticipated recovery in H2 '23 will be slow & gradual. March revenue MoM increase is a...
William Keating
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319 Views
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bearish
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Thematic (Sector/Industry)
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12 Apr 2023 09:13
No Signs of a Chip Recovery
Has the chip downturn ended? No. Is there any sign that it's going to end soon? Again, no. This Insight provides concrete data points to...
Jim Handy
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412 Views
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bearish
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Thematic (Sector/Industry)
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11 Apr 2023 19:43
Samsung Q1 2023 Profit Collapse Triggers Memory Production Cut Promise In Regulatory Filing
Samsung's Q1 2023 operating profit collapsed to 0.6 TKW, down from 4.31 TKW in Q2 22 and 14.12 TWK in Q1 22. Don't anticipate a return to...
William Keating
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301 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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10 Apr 2023 07:05
Taiwan Tech Weekly: Samsung Finally Announces Chip Production Cuts; Hon Hai's New EV Factory
Samsung reversed its production capacity strategy after suffering losses. Also, Japan's semiconductor manufacturing equipment export restrictions...
Vincent Fernando, CFA
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341 Views
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