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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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22 May 2018 08:37
Micron Surges On Revised Guidance, QLC NAND, Share Buyback At Investor Day
Micron made three significant, highly positive announcements at its investor day held on May 21'st. The upward revision of current quarter...
William Keating
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132 Views
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bullish
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Thematic (Sector/Industry)
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01 May 2018 09:02
Global Semiconductor Sales Up 20% YoY in Q1 2018
Yesterday, April 30'th, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $111.1 billion during...
William Keating
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129 Views
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bullish
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Thematic (Sector/Industry)
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24 Apr 2018 18:13
‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
Sean Maher
139 Views
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bearish
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Toshiba Corp
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24 Apr 2018 09:00
Toshiba: Tilting Towards IPO, Farallon Pops Up, but Will NAND Supply Demand Have the Last Laugh?
News yesterday morning that Toshiba was considering stepping away from selling its memory business to Bain if Chinese antitrust approval is not...
Mio Kato
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209 Views
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bullish
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Micron Technology
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28 Mar 2018 20:40
Micron Technology - A Call Optionality on Trump's Art of the Deal?
In the past few days, we have seen some major swing moves in Samsung Electronics Co Ltd (005930 KS) and SK Hynix Inc (000660 KS), who together have...
Douglas Kim
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182 Views
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