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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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24 Dec 2018 08:57
Micron's Guidance Bombshell Signals Troubled Times Ahead For Beleaguered Semiconductor Segment
After months of skirting around inventory build-up and a weakening demand outlook, Micron used their latest earnings report to call closing time on...
William Keating
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879 Views
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bullish
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Thematic (Sector/Industry)
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20 Dec 2018 12:18
Buy the Chip Equip Dip
The capital equipment space offers moats and growth at favorable prices.In April 2016, we published a report on the wafer fabrication equipment, or...
Morningstar, Inc.
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732 Views
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bearish
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Thematic (Sector/Industry)
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18 Nov 2018 08:25
Semiconductor Memory Prices Continue to Fall
My prior posts have alluded to semiconductor memory price falls for DRAM and NAND flash. This post provides graphic evidence that this fall is...
Jim Handy
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545 Views
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bullish
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Thematic (Sector/Industry)
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14 Nov 2018 08:03
DRAM, NAND Prices Are NOT Going To Collapse To Cost. Here's Why.
Samsung Electronics, SK Hynix and Micron latest earnings reports all have one thing in common- they were all record quarters. This comes in spite...
William Keating
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663 Views
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bearish
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Thematic (Sector/Industry)
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06 Nov 2018 16:02
Jinhua & UMC Issue Separate & Curious Responses To US Assertions Of IP Theft & Economic Espionage
Jinhua and United Microelectronics Corp, the two companies indicted last week by the US Department of Justice (DOJ) for IP theft from Micron, both...
William Keating
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639 Views
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