ENTITY
Micron Technology

Micron Technology (MU US)

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Analysis
Information TechnologyUnited 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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bullishKioxia Holdings
31 Aug 2020 00:41

Kioxia IPO Initiation: Not Just a Flash in the Pan

Kioxia (6600 JP) is the world’s second-largest player in the NAND flash memory market. Toshiba Memory Corporation (TMC) officially changed its name...

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30 Aug 2020 08:24

Semis Moving from Inventory Build to Inventory Digestion

Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...

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Jim Handy
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bullishKioxia Holdings
29 Aug 2020 08:10

Kioxia as a Business

Today (27 August, 2020) Kioxia announced its IPO plans.  This company, the former Toshiba Memory, will be the focus of a lot of attention in the...

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Jim Handy
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bearishSK Hynix
21 Aug 2020 20:49

Hynix - All in on One Apple

SK Hynix (000660 KS) earnings downgrades are coming and this is phase 1 of 2.   Expectations are very high for a September but that is based on...

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bearishToshiba Corp
17 Aug 2020 18:50

Toshiba TOPIX Inclusion - Jack Be Nimble, Jack Be Quick...

There's a reason for this.  But first, a look backwards.In late November 2019, the Nikkei said that the TSE was likely to change the rules on TSE...

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