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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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23 Mar 2019 09:11
Micron: Things Are Bad, and Getting Worse!
Today's Micron earnings call underscored how difficult the memory business is getting, and the company's guidance indicated that this is only the...
Jim Handy
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736 Views
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bullish
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Applied Materials
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22 Mar 2019 05:19
Semiconductors Are Breaking Out -- Add Exposure/Overweight
Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December. Since then we have expanded our...
Vermilion Research
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499 Views
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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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207 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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711 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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717 Views
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