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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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bullish
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Thematic (Sector/Industry)
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07 Jan 2020 15:18
Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
William Keating
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1k Views
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bearish
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Thematic (Sector/Industry)
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04 Jan 2020 12:38
November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
Jim Handy
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419 Views
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bullish
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Thematic (Sector/Industry)
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25 Dec 2019 06:59
2020 High Conviction: Memory Chip Makers
2020 will experience a turnaround in semiconductor revenues, especially its most volatile (and largest) sector: memory chips. This turnaround will...
Jim Handy
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902 Views
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bearish
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Micron Technology
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20 Dec 2019 13:06
Micron. Things Are Getting Better But They're Still Not Great.
Micron marginally beat on revenue and net income but delivered a worse than expected forecast for the current quarter with revenues down ~8%...
William Keating
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634 Views
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bullish
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S&P 500 INDEX
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20 Dec 2019 06:10
MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
Vermilion Research
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642 Views
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