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Micron Technology (MU US)
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602
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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bearish
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Thematic (Sector/Industry)
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03 Jun 2020 06:33
Semiconductors in April: COVID Impact Still Small
The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...
Jim Handy
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417 Views
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bullish
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Intel Corp
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31 May 2020 08:22
What's Intel Doing in Memory Chips?
Intel is losing over one billion dollars every year on its 3D XPoint memory chips, a loss that is only partly offset by meager NAND flash and SSD...
Jim Handy
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292 Views
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bearish
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Thematic (Sector/Industry)
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21 May 2020 07:19
US-Huawei Battle Likely to Harm US Business
The US Department of Commerce has revised its Foreign-Produced Direct Product Rule and the Entity List in an attempt to further undermine Huawei. ...
Jim Handy
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187 Views
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bearish
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Thematic (Sector/Industry)
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16 May 2020 09:09
Q1 Semis Up 6.9% Y/Y, but COVID Not Yet Factored In
First quarter semiconductor revenues were reported to be up 6.9% from one year-ago but down 3.9% from the fourth quarter. This positive news...
Jim Handy
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174 Views
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bullish
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Samsung Electronics
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01 May 2020 08:13
Samsung Earnings: Mixed Q1 Results and a Mixed Outlook
Samsung's first quarter earnings call provided a very unusual view of the impact of today's COVID-19 pandemic, showing a mixed impact of the...
Jim Handy
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291 Views
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