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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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Thematic (Sector/Industry)
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18 Feb 2023 13:19
Memory Makers Update: Samsung, SK Hynix, Micron, WDC, Kioxia
The semiconductor memory market has collapsed, but the collapse is nearly over for Samsung, SK hynix, Micron, WDC, and Kioxia.
Jim Handy
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459 Views
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bullish
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Taiwan Semiconductor (TSMC)
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14 Feb 2023 06:30
Taiwan Tech Weekly: Latest Key Results Add More Expectations for a 2H23E Turnaround
Forward expectations are generally for a worse 1Q23E ahead followed by the beginning of a recovery in 2Q23E. Is this becoming simply the consensus...
Vincent Fernando, CFA
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230 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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31 Jan 2023 23:28
Taiwan Tech Weekly: Samsung Results; Will Bleed Competitors; Japan & Holland Join China Chip Ban
Samsung re-iterated that it would NOT cut capex despite the market downturn - Samsung appears ready to endure losses which is negative for Nanya...
Vincent Fernando, CFA
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271 Views
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bearish
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Thematic (Sector/Industry)
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22 Jan 2023 09:17
Is The Semiconductor Collapse Slowing?
One week before most chip companies report revenues, the semiconductor market seems to be slowing its decline. Although the market hasn't yet hit...
Jim Handy
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425 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
12 Jan 2023 11:46
Taiwan Tech Weekly: Global Optimism for Semi Stocks, Taiwan's New Subsidies, TSMC CEO Buying Stock
TSMC results will be released this afternoon. Notably, TSMC's CEO has been buying shares over the last three months. Hon Hai begins iPhone 15 trial...
Vincent Fernando, CFA
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580 Views
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