Semiconductor Analysis & Research, Ingenuity

Semicon Alpha

Review latest developments in semi, key indicators, review WFE, Silicon Wafers, Memory, CPU/GPU, Foundry, forecast etc.

Semiconductor Analysis & Research

Memory Monitor: Long Micron Vs. Short Nanya Technology; Nanya Relatively Over-Valued

Memory Monitor: Latest Two Signals Show Inventory Problems Worsening; Long Micron Vs. Short Nanya

Taiwan Tech Weekly: HP Says No Major PC Recovery in 2023E; Signs of Display ICs Early Turn-Around?

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Equity Bottom-Up

<ul><li>Micron yesterday announced FQ1 revenues of $4.1 billion, , down 39% sequentially and down 47% year over year.</li><li>This was still within the forecasted range, albeit at the very low end of the scale.</li><li>Gross margin came in at 22.9%, down approximately 17 percentage points sequentially, primarily due to lower pricing.</li></ul>

Micron yesterday announced FQ1 revenues of $4.1 billion, , down 39% sequentially and down 47% year over year.This was still within the forecasted range, albeit at the very low end of the scale.Gross margin came in at 22.9%, down approximately 17 percentage points sequentially, primarily due to lower pricing.

Micron Technology

Micron's FQ1 23 Earnings. Yikes!