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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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Thematic (Sector/Industry)
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30 Nov 2021 09:27
Memory Chip Market Setting Records
The memory markets: DRAM and NAND flash, are repeating their 2018 performance, with Samsung taking market share gains. Investors should have a look.
Jim Handy
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189 Views
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bullish
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Quantitative Analysis
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24 Nov 2021 08:38
Korean Metaverse ETFs Rebalancing & A Sector Rotation into Semis?
Despite the tremendous surge in the Korean metaverse ETFs in the past five weeks, the metaverse ETFs have been underperforming relative to Samsung...
Douglas Kim
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203 Views
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bullish
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Thematic (Sector/Industry)
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04 Nov 2021 08:46
Semiconductors Continue Full Speed Ahead
Again chip sales have reached record highs. How long will this last? What will happen when it ends? This Insight dips into that to provide some...
Jim Handy
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182 Views
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bullish
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Samsung Electronics
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28 Oct 2021 12:20
Samsung Reports Near-Record Semi Revenues With Strong Outlook
Like its competitors Micron and SK hynix, Samsung has profited well from memories and promises to continue along this path, perhaps to replicate...
Jim Handy
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95 Views
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bullish
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SK Hynix
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26 Oct 2021 12:47
SK Hynix: Record Revenues, Promising Future
Despite stumbling in DRAM, SK hynix posted record revenues, and seems poised to do even better in 4Q21. NAND flash is finally making important...
Jim Handy
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104 Views
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