President

Thomas Coughlin

Coughlin Associates

Equity Bottom-Up

Micron announced that it was ending its development of the 3D XPoint technology that it co-developed with Intel.  The company said that it would instead focus on memory products for CXL-enabled storage systems.  Although 3D XPoint is being retired, it is not clear that Micron is abandoning phase change memory and may use it in future CXL products.  With Micron’s exit, Intel is the sole provider of 3D XPoint products that it brands as Optane memory.

Micron announced that it was ending its development of the 3D XPoint technology that it co-developed with Intel.  The company said that it would instead focus on memory products for CXL-enabled storage systems.  Although 3D XPoint is being retired, it is not clear that Micron is abandoning phase change memory and may use it in future CXL products.  With Micron’s exit, Intel is the sole provider of 3D XPoint products that it brands as Optane memory. 

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

In an investor confernce call today <a href="https://www.smartkarma.com/entities/micron-technology-inc" target="_blank" data-smartkarma-citation="entities:13382:1" rel="noopener">Micron Technology (MU US)</a> revealed that it would discontinue its 3D XPoint memory efforts and sell the facility that produces it.  Will its sole customer <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel Corp (INTC US)</a> be undermined by this move?

In an investor confernce call today Micron Technology (MU US) revealed that it would discontinue its 3D XPoint memory efforts and sell the facility that produces it.  Will its sole customer Intel Corp (INTC US) be undermined by this move?

Micron Kills 3D XPoint - Is Intel in Trouble?

Micron Technology today announced an upwards revision of its already-positive guidance.  Revenues are now expected to come in at $6.20-6.25 billion and GAAP EPS at $0.51-0.56 per share.  The stock is currently trading down from yesterday, after having experienced a 3% boost early this week.

Micron Technology today announced an upwards revision of its already-positive guidance.  Revenues are now expected to come in at $6.20-6.25 billion and GAAP EPS at $0.51-0.56 per share.  The stock is currently trading down from yesterday, after having experienced a 3% boost early this week.

Micron Ups Guidance: Revenues +10%, EPS +17%

Samsung's 4Q20 earnings call was markedly different from Micron's call just one month earlier.  Outlooks were hesitant, and all business units provided uninteresting guidance.  The company's semiconductor technology seems to have fallen behind that of its competitors.

Samsung's 4Q20 earnings call was markedly different from Micron's call just one month earlier.  Outlooks were hesitant, and all business units provided uninteresting guidance.  The company's semiconductor technology seems to have fallen behind that of its competitors.

Samsung Surprisingly Cautious in 4Q Earnings Call

Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

Founder/CEO of ROK Advisory

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Event-Driven

On the latest earnings call, <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> responded to a question on M&amp;A that has perked the interest of investors.   Is a M&amp;A in the cards in the near future?  We examine the likelihood and possible target(s).

On the latest earnings call, Samsung Electronics (005930 KS) responded to a question on M&amp;A that has perked the interest of investors.   Is a M&amp;A in the cards in the near future?  We examine the likelihood and possible target(s). 

United States

Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.

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Micron Technology (MU US)

Micron Ends 3D XPoint Memory

Micron ends its work on 3D XPoint Memory, leaving Intel as the sole supplier of this non-volatile memory product. Micron says that it will focus...

Thomas Coughlin

Micron Kills 3D XPoint - Is Intel in Trouble?

Will Micron's sudden exit from the 3D XPoint market threaten Intel or Intel's customers? It seems that this will actually be a relatively...

Jim Handy

Micron Ups Guidance: Revenues +10%, EPS +17%

Micron upgraded its guidance today (March 3) indicating that the company is doing unexpectedly well, and sees reason to believe that this strength...

Jim Handy

Samsung Surprisingly Cautious in 4Q Earnings Call

It's surprising how muted Samsung's outlook was in its 4Q20 earnings call when compared with Micron's call a month earlier. Here's some insight to...

Jim Handy

Samsung Electronics - M&A in the Cards?

Samsung Electronics' M&A desire. To me there is a clear target that can be done in the near future even with JY Lee in the can.

Ken S. Kim

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