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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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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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333 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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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336 Views
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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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466 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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235 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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276 Views
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