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Micron Technology (MU US)
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623
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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26 Sep 2019 14:13
To Cut Or Not To Cut Wafer Starts During A Memory Down Cycle & Why It Doesn't Matter!
It has been fascinating to watch how the current memory (DRAM & NAND) down cycle has unfolded. Of particular interest has been the various...
William Keating
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489 Views
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bullish
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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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399 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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471 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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411 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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460 Views
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