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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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14 Oct 2022 13:08
Intel Vs. TSMC/UMC Long/Short Monitor: Mgmt Call Takeaways, Calculating a Normalized Valuation
TSMC guidance was strong and gives hope for 1H23 industry improvement. We perform an analysis based on cycle-adjusting the company's margins and PE.
Vincent Fernando, CFA
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361 Views
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bullish
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Toshiba Corp
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03 Oct 2022 14:26
Two Bits of Non-Bullish Toshiba News
Toshiba's possible deal timeline extended just as semi sector troubles start to make themselves better-known. Not bullish. But not hugely bearish....
Travis Lundy
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742 Views
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bullish
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Taiwan Semiconductor (TSMC)
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04 Sep 2022 23:41
Taiwan Tech Weekly: More Nvidia Issues, Broadcom Surprises, Yulon Soars
Nvidia shares sink in reaction to US banning high-end chip sales to China, Taiwan's Nvida suppliers and the overall sector fall as well. Broadcom...
Vincent Fernando, CFA
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279 Views
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bullish
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Micron Technology
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24 Aug 2022 01:05
Micron Technology: Increased Investments In Memory Manufacturing & Other Drivers
Micron Technology is in the process of transitioning to more sophisticated nodes and is also investing heavily in memory manufacturing. The...
Baptista Research
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203 Views
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bullish
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Openedges Technology
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17 Aug 2022 02:00
Open Edges Technology IPO Preview
Open Edges Technology is a system semiconductor IP specialist with one of the world's only integrated AI semiconductor design asset IP platform....
Douglas Kim
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284 Views
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