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Micron Technology (MU US)
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601
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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bullish
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SK Hynix
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22 Mar 2024 01:38
Why HBM is the Hottest Thing in Memory
Micron's earnings is just a rehash of what I already talked about. Memory pricing increase is driven by HBM shifting the mix of investment there,...
Fabricated Knowledge
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601 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Mar 2024 02:14
Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand
Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...
Vincent Fernando, CFA
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431 Views
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bullish
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Thematic (Sector/Industry)
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12 Mar 2024 17:05
Semiconductor 2023 Key Indicators In Review, 2024 Forecasts
PC & Smartphone unit shipments will increase 5% YoY on the back on "AI Enablement". Server shipments fell ~20% in 2023 but overall revenues...
William Keating
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281 Views
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bullish
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Thematic (Sector/Industry)
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11 Mar 2024 10:20
Factors and Semiconductors
A friendly warning. Momentum is outperforming all factors this year, and Semiconductors are a large part of that. Markets always act erratically,...
Fabricated Knowledge
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280 Views
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bearish
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Thematic (Sector/Industry)
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27 Jan 2024 09:34
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
Andrew Lu
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970 Views
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