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Micron Technology (MU US)
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602
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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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Samsung Electronics
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28 Apr 2017 10:08
A Record 1Q for Samsung but Not Moving to Holding Company Structure; FVE Retained at KRW 2.2 Million
Samsung has announced very strong first-quarter earnings with operating profit of KRW 9.9 trillion, up 47% year on year and 7% sequentially on the...
Morningstar, Inc.
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160 Views
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bullish
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Shinko Electric Industries
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25 Apr 2017 16:43
Japanese Semiconductor-Related Stocks - Leaders & Laggards as We Go Deep Into the IC Cycle
If you go from the peak of the 1980~82 semiconductor cycle (ie the one that gave us the Commodore 64, the IBM PC [and technically the Apple III])...
Pelham Smithers Associates
573 Views
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bearish
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Toshiba Corp
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16 Apr 2017 18:28
Toshiba - What Really Is the Reason for WDC Threatening a Veto?
As Andrew Lu points out in his pieceToshiba NAND Unit Sales...", Western Digital's (WDC) veto threat looks to be a spoiling exercise. There are...
Pelham Smithers Associates
206 Views
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bullish
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Micron Technology
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24 Mar 2017 07:40
Micron Guided Another Blowout Quarter; What Will Investors Do on the Good News
Summary Guiding Another blowout quarter: Micron guides another blowout 2Q17 sales growth of 12-20% q/q and 79-93% y/y to US$5.2-5.6bn, beating...
Andrew Lu
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203 Views
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bullish
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Lam Research
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17 Mar 2017 00:27
Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
Julian Yoon
483 Views
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