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Micron Technology (MU US)
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598
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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05 Jun 2019 10:21
WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
Jim Handy
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601 Views
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bearish
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Thematic (Sector/Industry)
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30 May 2019 23:45
Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
Jim Handy
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1.2k Views
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bearish
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Thematic (Sector/Industry)
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15 May 2019 06:22
Memory Makers' Earnings Calls - Down Again
Recently Intel, Samsung, SK Hynix, and Western Digital hosted their quarterly earnings calls. This post compares the similarities and...
Jim Handy
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500 Views
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bearish
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Thematic (Sector/Industry)
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24 Apr 2019 08:43
Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
Jim Handy
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469 Views
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bearish
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Thematic (Sector/Industry)
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16 Apr 2019 11:44
China's New Semiconductor Thrust - Part 3: Market Size and Impact to Competition
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
Jim Handy
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671 Views
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