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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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bullish
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Thematic (Sector/Industry)
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05 Dec 2017 12:29
Tech Wreck Rout Coincides With Record Semiconductor Sales Creating The Perfect Storm
The Semiconductor Industry Association yesterday reported worldwide sales of semiconductors reached $37.1 billion for the month of October 2017, an...
William Keating
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152 Views
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bullish
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Samsung Electronics
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02 Dec 2017 18:11
Samsung Electronics Valuation Study
MS first started it. Soon after, several local brokerages and its wall street buddy GS struck back. Yes, I am talking about Samsung Electronics Co...
Sanghyun Park
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204 Views
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bullish
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Thematic (Sector/Industry)
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28 Nov 2017 09:31
Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash
NAND Flash bit shipment grew at a CAGR of 52% between 2010 and 2015, down from CAGR of 117% in the previous five years but still a remarkable...
William Keating
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406 Views
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bullish
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Toshiba Corp
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28 Nov 2017 07:19
Toshiba: A Look at the Scenario Where Toshiba Retain TMC as a Consolidated Subsidiary
Following up on our insight where we turned more constructive on Toshiba stock (in the short-term in particular), we provide a more detailed...
Mio Kato
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194 Views
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bullish
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Thematic (Sector/Industry)
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20 Nov 2017 08:31
Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash
After peaking at just over $8 billion in 2006, NOR Flash revenues have been declining ever since and in 2016 amounted to just over $2 billion. This...
William Keating
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257 Views
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