bullish

Memory Monitor: Micron Outperformed Through Earnings; Nanya Earnings Key for DRAM Bottoming View

381 Views04 Oct 2023 07:58
We update our relative performance view for the three major Memory names. Also, look for Nanya Tech to provide color on the Memory cycle -- Will they support Micron's view of a bottoming?
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
chart-bar
x