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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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Micron Technology
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27 Jun 2019 07:47
Micron Technology's Tough Call
Micron's June 25 earnings call was clearly a very difficult event for the company's executives. Not only is the company suffering the impact of a...
Jim Handy
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481 Views
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bearish
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Thematic (Sector/Industry)
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19 Jun 2019 16:02
China's DRAM Ambitions. As A Convoluted & Tangled Web Unfolds, We Remain Resolutely Bearish.
Tensions created by the stalled US-China trade talks along with the recent US embargo on selling to Huawei has shone a spotlight once again on...
William Keating
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592 Views
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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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606 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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508 Views
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