bullish
Micron Management Calls Memory Price Trough, Improving Pricing & Profitability Ahead
474 Views28 Sep 2023 19:34
Micron's FY4Q23 results beat expectations. The company expects to return to a positive margin by FY2H24, however projected a higher FY1Q24 loss than consensus expected.
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)
Price Chart(Sign Up to Access)
- Nanya Tech: Sharply Worse Margin Performance Than Micron & SK Hynix, But Supports Memory Recovery16 Oct 2023
- Micron. Con Te Partirò05 Oct 2023
- Memory Monitor: Micron Outperformed Through Earnings; Nanya Earnings Key for DRAM Bottoming View04 Oct 2023
- Micron's Results Likely to Call a Memory Market Trough and Highlight New HBM DRAM for AI25 Sep 2023
- Memory Monitor: SK Hynix Appearing Prescient; Relative Value in Micron25 Aug 2023
- Memory Monitor: Our Site Visit to Micron's A3 Fab in Taiwan; AI Accelerating the Cycle Recovery31 Jul 2023
x