MU News and Press, Micron Technology Inc. From 07/20/23

2023-07-20 17:06:22 ET Summary New technologies, HBM and 128GB DDR5, will drive a recovery in the memory market. Micron has just a 10% share of the HBM (high bandwidth memory) market. Micron has yet to produce a 128GB DDR5 chip. SK Hynix monopolizes both sectors of the hig...

2023-07-20 11:29:03 ET Taiwan Semiconductor ( NYSE: TSM ) lowered its revenue outlook for 2023 on Thursday, resulting in a steep sell-off for the semiconductor industry. Taiwan Semiconductor ( TSM ) shares fell 4.5% after the global foundry said it expects full-...

2023-07-19 01:48:46 ET Summary Advancement in AI has helped give tech stocks their best-performing first half of the year since 1983. Big-tech executives continue to remain bullish over the ongoing demand for AI. Wall Street analysts are now touting tech stocks in different ma...

2023-07-18 10:27:33 ET Summary Advanced Micro Devices, Inc., one of the key players in the global semiconductor market, is expected to publish its financial report for the second quarter of 2023 in the next two weeks. According to Gartner's report, shipments by leading companies i...

2023-07-17 18:09:03 ET Summary The bottom for Micron is in, but the hole is very deep. They will not climb out entirely until 2025. Their ballooning D&A is also making profitability difficult. They will likely report their third negative gross margin in a row next quarter. ...

2023-07-17 09:52:41 ET Summary The semiconductor industry demand recovery will likely not happen in 2023 as anticipated. Many data points from the manufacturing sector and multiple semiconductor market peers support this claim. In anticipation of the long term, Advanced Micro ...

2023-07-17 06:05:48 ET Summary Intel's bold turnaround plan, which includes the release of Intel 4 fabrication through a Meteor Lake CPU in 2023H2, could bring the company back into the semiconductor game. The potential of Intel's plan is monumental, with the company not only mini...

2023-07-14 08:28:03 ET Investment firm Citi said on Friday that it sees "99 billion reasons to stay long" semiconductor equipment stocks after attending the SEMICON West conference, citing an expected recovery in chip equipment spending in 2024. Comments from Tokyo Electronic, whom anal...

2023-07-13 15:53:47 ET The video focuses on Micron Technology 's (NASDAQ: MU) recent earnings report and commentary management shared on how it can benefit from the AI market. Check out the short video to learn what semiconductor investors Jose Najarro and Billy Duberstein...

2023-07-13 12:00:00 ET Summary Cirrus Logic's stock has suffered due to the loss of an iPhone haptic product, but its prospects look promising due to potential synergies. These include growth vectors in Apple, Android, and a new PC business. Despite a bearish outlook in the short ...