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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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Retail Opportunity Investments Corp.
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31 May 2022 08:29
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Syndicated
Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
Turtles all the way down
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235 Views
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bullish
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Thematic (Sector/Industry)
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21 May 2022 19:30
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
Wium Malan, CFA
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352 Views
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bullish
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Thematic (Sector/Industry)
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20 May 2022 09:33
Q1 Memory Results Down, But Encouraging
The semiconductor memory business - DRAM and NAND flash - is doing very well, with revenues over 20% above the year-ago quarter, and good...
Jim Handy
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323 Views
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bullish
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Phison Electronics
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15 May 2022 16:39
Phison (8299.TT): 2Q22 Could Expect a Slightly Growth QoQ
Phison reached to NT$17.1bn, 32%, 14% and NT$10.49 for revenue, GM, NM and the Diluted EPS in 1Q22. We estimate it could reach NT$18.1bn and 32.5%...
Patrick Liao
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368 Views
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bearish
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Samsung Electronics
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03 May 2022 23:52
Is Samsung in Trouble or Just in Another Downcycle?
Samsung will need to really show that they are not falling behind in terms of technology leadership seems to be the focal point of the remainder of...
Ken S. Kim
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309 Views
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