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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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Western Digital
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22 Sep 2019 05:02
WDC – Using the Toshiba JV to Improve Profits
The output of WDC's and Toshiba's joint-venture NAND flash fab is split 50/50, but WDC isn't compelled to take its entire half of the output. This...
Jim Handy
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394 Views
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bearish
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Thematic (Sector/Industry)
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13 Sep 2019 08:09
The Danger of Over-Applying Trade Sanctions
The semiconductor and other businesses have successfully avoided "Dumping", the practice of selling product below cost, through the judicious...
Jim Handy
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459 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2019 08:45
July Semiconductor Revenues Reported: Down 15.5% YoY
The World Semiconductor Trade Statistics organization released July revenues on September 3. Revenues are 15.5% below the same month a year ago...
Jim Handy
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406 Views
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bearish
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Thematic (Sector/Industry)
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28 Aug 2019 05:44
Where Are We in the Semiconductor Memory Price Collapse?
This SmartKarma Insight takes a simple look at the current memory chip price collapse to learn where the industry stands in the current downfall,...
Jim Handy
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455 Views
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bearish
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Thematic (Sector/Industry)
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18 Aug 2019 13:06
Have We Hit the NAND Flash Trough?
In its most recent earnings call Western Digital executives told investors that the flash memory business has hit its trough, implying that...
Jim Handy
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374 Views
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