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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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bearish
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Nanya Technology
•
06 Mar 2023 07:11
Memory Monitor: Latest Two Signals Show Inventory Problems Worsening; Long Micron Vs. Short Nanya
Signal #1 -- Micron's CFO warns that margins will be coming in lower than expected and inventories will remain elevated through FY2023E.
Vincent Fernando, CFA
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296 Views
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bullish
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Chipmos Technologies
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28 Feb 2023 14:45
ChipMOS: Semiconductor Packaging & Testing Signs of Recovery, Cheap Through Cycle
The company sees 1Q23E as the bottom for its performance, followed by a 2Q23E rebound. However, it says it believes the Memory industry may take...
Vincent Fernando, CFA
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241 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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27 Feb 2023 11:59
Taiwan Tech Weekly: U.S. Pushing South Korea China Restrictions, Nanya Says Memory Bottom in 1Q23E
Firms are also significantly expanding semiconductor capacity in Singapore, with the latest being Applied Materials and French firm Soitec.
Vincent Fernando, CFA
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279 Views
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bullish
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Micron Technology
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26 Feb 2023 02:04
Memory Monitor: Long Micron Vs. Short Nanya Technology; Nanya Relatively Over-Valued
Relative valuation and inventory management appears to favor Micron. Nanya Technology's inventory days blow-out increases risk of write-downs...
Vincent Fernando, CFA
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327 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
20 Feb 2023 11:30
Taiwan Tech Weekly: AMAT Results Imply Longer Memory Weakness, Berkshire's U-Turn on TSMC
Applied Materials results well received by the market, however provided some caveates in terms of how fast the Memory chip industry recovery will...
Vincent Fernando, CFA
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331 Views
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