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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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bullish
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Thematic (Sector/Industry)
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18 Oct 2018 12:50
Will NAND Flash and DRAM Be Displaced by Something New?
For a few decades researchers have promised that some new memory technology will displace the entrenched technologies that are used in nearly every...
Jim Handy
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174 Views
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bullish
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Thematic (Sector/Industry)
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10 Oct 2018 11:00
Growing Semiconductor Sales, Samsung Record Guidance & Stable DRAM Pricing Belie Sector Doom & Gloom
Three important data points in recent weeks point to continued strength in the global semiconductor markets in the face of increasing pessimism and...
William Keating
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591 Views
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bearish
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Samsung Electronics
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03 Oct 2018 12:40
How NAND's Fall Leads to a DRAM Collapse
It is puzzling to some that today's NAND flash price collapse will necessarily lead to DRAM trouble, but the relationship between the two is not...
Jim Handy
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542 Views
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bullish
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Thematic (Sector/Industry)
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02 Oct 2018 08:44
Intel's CPU Supply Shortage - The Harsh Reality Of A 10nm Misstep And Nothing But Upside For AMD
Last week, on September 28'th, Intel's interim CEO and CFO Bob Swan issued an open letter addressing recent public speculation about a growing...
William Keating
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376 Views
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bullish
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Micron Technology
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01 Oct 2018 08:48
Micron. Modeling DRAM Through The Lens Of A Looming Price Correction
DRAMeXchange recently reported that they expect DRAM contract prices to fall 5% QoQ in Q4 2018, higher than their previous forecast of 1~3%. Most...
William Keating
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363 Views
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