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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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Taiwan Semiconductor (TSMC)
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22 Dec 2022 18:52
Taiwan Tech Weekly: Micron Earnings Miss Implies Margin Downside, Hon Hai Moving 30% Apple Business
Micron released its latest results, missing expectations and implying more near-term pain for the memory chip space. Also -- U.S. chip restrictions...
Vincent Fernando, CFA
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637 Views
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bullish
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Thematic (Sector/Industry)
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15 Dec 2022 05:39
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Syndicated
Anatomy Of A Semiconductor Downturn
The origins of the current semiconductor downturn can be traced back to last May. That’s when the leading PC OEMs posted their first quarter...
Semicon Alpha
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411 Views
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bullish
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Hon Hai Precision Industry
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06 Dec 2022 07:52
Taiwan Tech Weekly: Hon Hai IPhone Plant Recovery, Nanya Slumps, Intel Foundry Potential in 2023
Intel & TSMC trade flattish last week -- Intel currently at UBS's TMT conference. Reuters reports that Hon Hai's Zhengzhou facility is recovering.
Vincent Fernando, CFA
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305 Views
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bearish
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Nanya Technology
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29 Nov 2022 11:54
Nanya Technology: Inventory Risk, A 10% Downside Trade Is Still Available
We see the potential for inventory write-downs and a negative operating margin in the coming quarters. Meanwhile, opportunities for near-term good...
Vincent Fernando, CFA
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295 Views
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bearish
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Thematic (Sector/Industry)
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29 Nov 2022 09:06
2023 High Conviction: Semiconductor Down Market
What's happening in semiconductors? When will the downturn end? What does this mean to chip stock prices? This Insight provides some concrete...
Jim Handy
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766 Views
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