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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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bearish
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Thematic (Sector/Industry)
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23 Apr 2023 13:39
LRCX. Memory Bites. Hard
With ~2x exposure to memory compared to its peers, LRCX is feeling the pain.Q1 revenues of $3.87 billion were -26.7% sequentially and -4.4% YoY....
William Keating
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371 Views
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bullish
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Micron Technology
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18 Apr 2023 02:28
Micron Technology: How This DRAM & NAND Leader Is Surviving In A Challenging Market – Key Drivers
Micron Technology’s results in the quarter were disastrous as the company failed to meet the revenue expectations of Wall Street and reported...
Baptista Research
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230 Views
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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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216 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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325 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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417 Views
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