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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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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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203 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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267 Views
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bullish
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S&P 500 INDEX
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08 Nov 2017 01:16
U.S. Equity Strategy: Cyclicals Continue to Lead; Energy Is Bottoming.
Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...
Vermilion Research
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480 Views
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bullish
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Phison Electronics
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03 Nov 2017 12:23
Phison (8299 TT): New Solid-State Drives to Drive Growth
Good price momentum, earnings on an upcycle trend, and low debt levels relative to its sector Shipments of new PCIe solid-state drives (SSD)...
A. Stotz Investment Research
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247 Views
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bullish
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Samsung Electronics
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31 Oct 2017 14:25
What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?
The outlook for memory and foundrySamsung Electronics Co Ltd (005930 KS) expects tight memory supply/demand conditions to continue in 4Q17 due to...
Andrew Lu
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282 Views
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