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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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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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434 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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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590 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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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416 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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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488 Views
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bearish
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Nanya Technology
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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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516 Views
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