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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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Taiwan Semiconductor (TSMC) - ADR
•
03 Jan 2023 22:01
Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
Vincent Fernando, CFA
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409 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
27 Dec 2022 06:33
Taiwan Tech Weekly: Samsung Will Keep Expanding Capacity, China Chip Restrictions Tighten Further
China chip restrictions get more severe -- Now Arm is not selling its most advanced chip architectures to Chinese firms.
Vincent Fernando, CFA
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482 Views
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bearish
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Nanya Technology
•
26 Dec 2022 03:39
Nanya Technology: Consensus Numbers Likely Too High, Net Loss Potential
Micron's recent results imply more downside risk ahead for Nanya Tech shares, and we will await lower levels before buying based on deep-value.
Vincent Fernando, CFA
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513 Views
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bullish
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Micron Technology
•
24 Dec 2022 06:56
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Syndicated
Micron's FQ1 23 Earnings. Yikes!
Micron yesterday announced FQ1 revenues of $4.1 billion, , down 39% sequentially and down 47% year over year. This was still within the forecasted...
Semicon Alpha
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658 Views
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bearish
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Thematic (Sector/Industry)
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24 Dec 2022 06:29
Micron Earnings Give Semi Market Outlook
Micron's just-announced revenues indicate trouble today for its peers and trouble next year for tool makers, but other sectors should fare much...
Jim Handy
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609 Views
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