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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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27 Oct 2017 21:43
KLA-Tencor Q12018 Strong Results Fueled By China WFE Spending
KLA-Tencor Corp (KLAC US), the semiconductor process control and yield management power-house, yesterday posted record earnings for their latest...
William Keating
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149 Views
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bullish
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Thematic (Sector/Industry)
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27 Oct 2017 14:20
Intel Q3 2017 Earnings -$2 Billion NAND Prepayments Bodes Well for Memory Business
Intel Corp (INTC US) released their Q3 201 earnings after market close on Thursday, details from the company website can be found here. Revenues...
William Keating
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186 Views
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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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418 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
251 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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437 Views
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