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Micron Technology (MU US)
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573
Analysis
Information Technology
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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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bullish
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Micron Technology
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21 Mar 2024 07:34
Micron Earnings: HBM Driving Price Increases in Other Sectors
Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.
Jim Handy
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287 Views
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bullish
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Micron Technology
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22 Jan 2024 09:00
Memory Monitor: Microsoft Copilot Will Supercharge Demand for DRAM; SK Hynix, Nanya Tech, Micron
Microsoft's new AI features for Windows require a minimum of 16GB of DRAM, prompting accelerated PC upgrades and a pulling forward of the demand...
Vincent Fernando, CFA
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463 Views
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bullish
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Micron Technology
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29 Feb 2024 21:40
Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On
Memory competition is intensifying with Micron and Samsung's latest HBM3e production announcements. Nvidia's GPUs lean heavily on performance...
Vincent Fernando, CFA
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345 Views
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bullish
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Micron Technology
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30 Nov 2023 12:30
Memory Monitor: Micron Expects 2025E to Be Best-Ever for Memory; But Valuations Have Run Up a Lot
High valuations and the recent bull run make near-term upside for Memory names uncertain. For Long/Shorts one can consider Long Micron vs. Short SK...
Vincent Fernando, CFA
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299 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2024 16:10
Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases
Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...
William Keating
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