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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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07 Mar 2019 09:03
January Chip Revenues Down 15.6% Year-On-Year
The Semiconductor Industry Association in the US released the latest WSTS figures for January chip revenues. Monthly revenues are down 15.6% from...
Jim Handy
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199 Views
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bearish
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Thematic (Sector/Industry)
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28 Feb 2019 12:48
Memory Chips and the Elasticity Myth
During recent earnings calls memory chip makers have postulated that the market will return to higher margins once price elasticity causes demand...
Jim Handy
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706 Views
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bearish
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Thematic (Sector/Industry)
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25 Feb 2019 13:30
Sharp MoM Decline In January Semi WFE Sales Casts A Spanner In Second Half Recovery Works.
According to SEMI, North American (NA) WFE sales for January 2019 fell to $1.9 billion, down ~10% sequentially and ~20% YoY. This was an abrupt...
William Keating
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712 Views
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bearish
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Thematic (Sector/Industry)
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02 Feb 2019 13:46
Semiconductor Memory Business Shrinking Fast
Earnings have been announced for Intel, Samsung, SK hynix, and Western Digital, and the memory business is clearly undermining all of these...
Jim Handy
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892 Views
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bearish
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Thematic (Sector/Industry)
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01 Feb 2019 13:07
2019 Semiconductors: 5%+ Decline
An earlier post outlined the general direction of the Objective Analysis 2019 forecast but didn't provide any numbers. In this post I explain the...
Jim Handy
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718 Views
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