Micron sells AI memory before the year starts, and each bit takes three times the wafer
Micron, one of three companies that make the stacked memory beside AI chips, commits most of each year's supply of it before that year starts. By...
76 Views
KOSPI CRASHING AGAIN: S.O.S. - Save Our Seouls !!
The KOSPI is rolling over again, with foreign selling accelerating and technical indicators weakening. Rising bond yields and massive retail...
75 Views
Micron’s FY26 Revenue Soars 3.5x YoY. FY27 Looks Even Better, Right? Key Takeaways & Full Transcript
Even with additional industry DRAM cleanroom space plans, with robust demand trends plus new upside requests from customers, we don't have line of...
109 Views
Micron Technology (MU US) FQ4-26 Results: Beat on Every Line, FQ1 Guide ~8% Above the Street
Micron printed the bull case: US$54.2bn revenue, 87% gross margin, FQ1 guide US$61.5bn. At 8.6x our FY27E EPS, BULLISH, TP US$1,375 held; the FQ1...
99 Views
Micron (MU US) 2QFY: Record Earnings, Crowded Expectations — The Trap Is in the Whisper
Micron reports its largest-ever quarter on 30 Sep and may still fall: the bar is the whisper. At 7.4× FY27E with US$100bn contracted, a miss on...
118 Views