Semiconductor Analysis & Research, Ingenuity

Semicon Alpha

Semiconductor Analysis & Research

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.

Concise Playbook for the Week, Global Markets Playbook

Kevin George

Concise Playbook for the Week

Global Markets Playbook

I am an active trader in stocks, FX and commodities with over 15 years' market experience. I hold a master's degree in finance and have developed a strong skill base in technical analysis. 

Alongside technical setups I will provide earnings analysis, company valuation analysis and macroeconomic studies for the key market releases.

<ul>
<li>Micron Technology, Inc. reported fiscal Q1 2023 earnings and announced cost-cutting measures.</li>
<li>Macroeconomic trends are still a drag, according to the company.</li>
<li>The company also announced cost cutting measures for the next year's fiscal year.</li>
</ul>


Micron Technology, Inc. reported fiscal Q1 2023 earnings and announced cost-cutting measures.
Macroeconomic trends are still a drag, according to the company.
The company also announced cost cutting measures for the next year's fiscal year.


Micron Fiscal Q1: Short-Term Pain For Long-Term Gain

Thematic (Sector/Industry)

<ul><li>The origins of the current semiconductor downturn can be traced back to last May.</li><li>That’s when the leading PC OEMs posted their first quarter results, and in some cases, their second quarter outlook.</li><li>For some context, it is well understood that the pandemic roused the slumbering PC market to an extraordinary degree after the initial shock waves reverberated around the globe in Q1 2020.</li></ul>

The origins of the current semiconductor downturn can be traced back to last May.That’s when the leading PC OEMs posted their first quarter results, and in some cases, their second quarter outlook.For some context, it is well understood that the pandemic roused the slumbering PC market to an extraordinary degree after the initial shock waves reverberated around the globe in Q1 2020.

Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

Retail Opportunity Investments Corp. / Equity Bottom-Up

<ul><li>Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated.</li><li>Our starting point is almost perfect competition. </li><li>We cannot create a brand, a differentiated product/service, a monopoly, a cartel or cheat.</li></ul>

Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated.Our starting point is almost perfect competition. We cannot create a brand, a differentiated product/service, a monopoly, a cartel or cheat.

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's FQ1 23 Earnings. Yikes!

Micron yesterday announced FQ1 revenues of $4.1 billion, , down 39% sequentially and down 47% year over year. This was still within the forecasted...

Semicon Alpha

Micron Fiscal Q1: Short-Term Pain For Long-Term Gain

Micron Technology, Inc. reported fiscal Q1 2023 earnings and announced cost-cutting measures. Macroeconomic trends are still a drag, according to...

Kevin George

Anatomy Of A Semiconductor Downturn

The origins of the current semiconductor downturn can be traced back to last May. That’s when the leading PC OEMs posted their first quarter...

Semicon Alpha

Earning excess returns in commodities

Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...

Turtles all the way down

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