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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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21 Oct 2017 10:44
Learnings From The History Of Memory Part 2- DRAM Supply, Demand & Pricing Are Foregone Conclusions
As we saw in a recently published Insight, Learnings From The History Of Memory Part 1 - China’s DRAM Dreams, both DRAM and NAND are in a...
William Keating
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414 Views
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bullish
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Thematic (Sector/Industry)
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20 Oct 2017 09:24
Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
Sean Maher
248 Views
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bearish
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Thematic (Sector/Industry)
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17 Oct 2017 13:00
Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
William Keating
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433 Views
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bullish
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Thematic (Sector/Industry)
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05 Oct 2017 17:55
Semiconductor Industry Trends
This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.It is extracted from CM...
CM Research
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194 Views
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bullish
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Thematic (Sector/Industry)
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04 Oct 2017 12:11
Monthly Semiconductor Sales Reach $35 Billion Globally for First Time in August
On Oct. 2'nd 2017, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $35.0 billion for the...
William Keating
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224 Views
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