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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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Micron Technology
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15 Feb 2017 17:39
What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
Andrew Lu
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391 Views
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bullish
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Thematic (Sector/Industry)
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08 Feb 2017 16:34
Rise of the Machines: The AI Arms Race…
It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ‘trained’ it can apply the...
Sean Maher
661 Views
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bearish
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SK Hynix
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08 Feb 2017 05:56
4 Key Issues About SK Hynix Investment in Toshiba Memory Company
SK Hynix officially confirmed, through a regulatory filing, that it submitted a "non-binding" offer for the stake in Toshiba's new memory company...
Sanghyun Park
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252 Views
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bullish
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Toshiba Corp
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07 Feb 2017 16:55
Toshiba Might Not Sell the Memory Business to Its Competitors
Summary Revising our earlier view: We earlier believed Toshiba's new memory company would be a perfect opportunity for China to invest as China is...
Andrew Lu
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232 Views
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bearish
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Thematic (Sector/Industry)
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06 Feb 2017 22:12
The American Factor: Cars & Repatriation
Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...
Athaporn Arayasantiparb, CFA
222 Views
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