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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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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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305 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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346 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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06 Apr 2023 09:05
Taiwan Tech Weekly: Market Re-Opens After Long Holiday; U.S.-China Chip War Heats Up Further
Hon Hai reports start of production for electric tractors in the U.S., and separately its founder is seeking the support of Taiwan's KMT party to...
Vincent Fernando, CFA
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541 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Mar 2023 19:57
Taiwan Dual-Listings: ADR Premiums on the Rise; TSMC Premium Persistently Higher Lately
Other spreads have risen as well lately; it's probably best to wait for significant reversals, which usually happen within two weeks at most.
Vincent Fernando, CFA
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403 Views
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bullish
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Micron Technology
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30 Mar 2023 07:10
Micron Results: Take-Aways for Memory, PC Industry Outlook; Long Micron Vs. Short Nanya
Micron said it sees signs of customer inventories improving, and expects the Memory industry's supply/demand imbalance to improve through the end...
Vincent Fernando, CFA
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271 Views
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