Earlier this week Micron increased its earnings guidance for the quarter ending Nov-16, to be reported later this month. Revised guidance is for revenues and
Category: DRAM
Micron’s F4Q16 (C3Q16) earnings report highlights a YoY revenue inflection (chart below), with YoY revenue growth expected to turn positive next quarter. Both higher bit
I believe there are 3 reasons to continue to own $MU: 1) early stage of a cyclical recovery, 2) technology catch-up, and 3) inexpensive play
As the chart illustrates, according to inSpectrum, 4Gb DDR3 DRAM spot prices increased by 5% MoM in June, with June ending prices ~15% higher than
I first introduced this “technology catch-up” thesis in late-2012, and believe it has been in play more or less since then, and will continue to
Picking up where I left off discussion of AMAT in my book, the period following TEL (Tokyo Electron) merger termination proved to be a good
The chart shows NAND spot prices as of May 2016 for 64Gb and 128Gb MLC and TLC NAND components, based on data provided by inSpectrum.
The chart shows DRAM spot prices as of mid-May 2016 for 4Gb DDR3 and DDR4 DRAM, based on data provided by inSpectrum. According to this
Samsung and SK hynix’s commentary suggests both are expecting improvement in DRAM supply/demand balance later in 2016. Samsung “Currently, as you mentioned, the NAND market