Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Equity Bottom-Up

Micron reported earnings above guidance in its first fiscal quarter, and told of a new effort to increase its share of industry profits without changing its share of industry gigabit sales.  Although the company was hit in early December by both a power outage and an earthquake, production has not been substantially reduced.  Customer demand is currently somewhat constrained by shortages of chips that Micron does not produce.

Micron reported earnings above guidance in its first fiscal quarter, and told of a new effort to increase its share of industry profits without changing its share of industry gigabit sales.  Although the company was hit in early December by both a power outage and an earthquake, production has not been substantially reduced.  Customer demand is currently somewhat constrained by shortages of chips that Micron does not produce.

Micron Reports Solid 1QFY21, Adds New Twist to Strategy

President

Thomas Coughlin

Coughlin Associates

Marvell’s Analyst Day presentations showed the company’s commitment to storage management and networking.  Their semiconductor products enable customized SSDs, universal NVMe over Fabric connectivity, including with HDDs, and enable DPU accelerator-based solutions for storage management from autonomous automobiles and IOT applications to data centers.

Marvell’s Analyst Day presentations showed the company’s commitment to storage management and networking.  Their semiconductor products enable customized SSDs, universal NVMe over Fabric connectivity, including with HDDs, and enable DPU accelerator-based solutions for storage management from autonomous automobiles and IOT applications to data centers.

Marvell Technologies Advances: Positive for Company’s Future

Recent Kioxia developments, and in particular, the development of its Ethernet native SSDs for a EBOF and the KumoScale block, file and object storage container storage are innovations that could drive additional value for the company and help in getting a better price in a future IPO, when the overall NAND flash industry is in a more profitable part of its cycle.

Recent Kioxia developments, and in particular, the development of its Ethernet native SSDs for a EBOF and the KumoScale block, file and object storage container storage are innovations that could drive additional value for the company and help in getting a better price in a future IPO, when the overall NAND flash industry is in a more profitable part of its cycle.

Kioxia Announcements Enhance Company Value

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

US Treasury (10 Yr Generic) / Technical Analysis

Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue to have a bullish outlook and we believe that the path of least resistance remains higher. In this report we outline our bullish case and highlight actionable opportunities across all 12 sectors.

Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue to have a bullish outlook and we believe that the path of least resistance remains higher. In this report we outline our bullish case and highlight actionable opportunities across all 12 sectors.

U.S. Equity Strategy - Bullish Outlook Intact

United States

Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Marvell Technology (MRVL US)

Micron Reports Solid 1QFY21, Adds New Twist to Strategy

Micron reported better-than-expected earnings in its January 7 earnings call, with a new strategy and technology leadership to improve...

Jim Handy

Marvell Technologies Advances: Positive for Company’s Future

Marvell’s semiconductor products enable enable the next generation of accelerator-based solutions for network and storage management from...

Thomas Coughlin

Kioxia Announcements Enhance Company Value

Kioxia announcements, particularly ethernet native SSDs and KumoScale block, file and object container storage support enhance future value.

Thomas Coughlin

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...

Vermilion Research

U.S. Equity Strategy - Bullish Outlook Intact

Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)