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MU , TXN , Semiconductors

+38 pts



'Kitting' issues appear to be the primary driver behind inventory increase

By ethonomics on Nov. 24, 2021, 12:02 p.m.
Tagged topics: supply constrained

Views: 116, Votes: 6, Responses: 0, Attachments: 1
MU

+34 pts



Micron Technology Inc $MU breakout of C&H

By silverquest on Nov. 21, 2021, 8:51 p.m.
Tagged topics: semiconductors , semi shortage

Views: 14, Votes: 4, Responses: 0, Attachments: 1
AMD , AMAT , ADI , LRCX , MU , TSM , NXPI

+47 pts



Semiconductors's weighting in ESG funds should increase as its role as a green enabler is better understood

By bbern3 on Nov. 11, 2021, 11:43 a.m.
Tagged topics: buying opportunity , deep dive , semiconductors , ESG investors

Views: 172, Votes: 9, Responses: 0, Attachments: 2
AVGO , MRVL , INTC , AMD , NVDA , MU

+34 pts



JP Morgan says recent strong cloud spending should continue to benefit $AVGO and $MRVL

By bbern3 on Oct. 1, 2021, 4:34 p.m.
Tagged topics: analyst checks , JP Morgan , semiconductors , datacenter , cloud spending

Views: 174, Votes: 1, Responses: 0, Attachments: 2
MU

+39 pts



$MU - analysts remain cautious with elevated inventory, despite management calling for a 2H recovery

By bbern3 on Sept. 29, 2021, 10:34 a.m.
Tagged topics: DRAM , earnings results , Morgan Stanley , Barclays

Views: 139, Votes: 2, Responses: 1, Attachments: 4
ASML , AMAT , KLAC , LRCX , TSM , INTC , MU , ENTG

+58 pts



Goldman says use of Extreme Ultraviolet (EUV) lithography in semiconductors is more extensive than previously thought

By bbern3 on Sept. 22, 2021, 12:45 p.m.
Tagged topics: deep dive , Goldman Sachs , semiconductors , EUV , Extreme Ultraviolet lithography

Views: 279, Votes: 7, Responses: 2, Attachments: 2
AVGO , MRVL , MU , NVDA , INTC , AMD , WDC , TXN , MCHP , ADI , KLAC , LRCX , AMAT

+47 pts



JP Morgan sees upside to semiconductor 2H estimates driven by strong cyclical backdrop and secular demand trends

By bbern3 on Sept. 20, 2021, 11:37 a.m.
Tagged topics: JP Morgan , semiconductors , upside to estimates

Views: 439, Votes: 6, Responses: 1, Attachments: 2
QCOM , MU , CRUS

+36 pts



Barclays says #iPhone13 was a disappointment for $QCOM, but a positive surprise for $MU / Memory

By bbern3 on Sept. 15, 2021, 11:25 a.m.
Tagged topics: Barclays , semiconductors , iPhone 13

Views: 260, Votes: 3, Responses: 0, Attachments: 2
MU

+51 pts



$MU - Morgan Stanley downgrades to Equal Weight as DRAM prices start to decline (as requested)

By bbern3 on Aug. 12, 2021, 11:24 a.m.
Tagged topics: DRAM , analyst downgrade , Morgan Stanley

Views: 167, Votes: 7, Responses: 2, Attachments: 2
MU

+32 pts



$MU - Goldman expects 'transitory factors' to weigh on cost downs near-term, but remain positive on DRAM/NAND pricing

By labjordan on July 1, 2021, 1:54 p.m.
Tagged topics: DRAM , earnings results , Goldman Sachs , semiconductors , NAND

Views: 147, Votes: 1, Responses: 0, Attachments: 8
MU , AAPL , QCOM , SWKS , QRVO

+35 pts



Raymond James bullish on handset supply chain names after meeting with Samsung citing low inventory and solid demand

By labjordan on June 29, 2021, 10:59 a.m.
Tagged topics: analyst checks , non deal roadshow , supply chain data , Raymond James , strong demand , Samsung

Views: 280, Votes: 2, Responses: 0, Attachments: 2
AMD , MRVL , NVDA , INTC , MU , AVGO , TXN , ADI , XLNX , MXIM , SWKS , QRVO , MCHP , NXPI

+36 pts



$AMD, $INTC, $MRVL, $NVDA - BMO says inflation typically hurts semis, estimates every 100bps increase in rates decrease semis valuation by 13%

By bbern3 on May 17, 2021, 11:18 a.m.
Tagged topics: valuations , interest rates , BMO , semiconductors , inflation fears

Views: 141, Votes: 3, Responses: 0, Attachments: 10
MU

+33 pts



$MU - Needham says DRAM will benefit from 1-a and tight supply, raises target to $130 (from Apr 1 as requested)

By labjordan on April 9, 2021, 1 a.m.
Tagged topics: margin improvement , DRAM , earnings results , analyst raises target , Needham , 1-a DRAM , 176L NAND , tight supply

Views: 41, Votes: 3, Responses: 0, Attachments: 9
WDC , MU

+75 pts



$WDC, $MU - Goldman says buy these 2 stocks following recent checks that indicate stronger demand and supply discipline

By mooreideas on March 5, 2021, 4:22 p.m.
Tagged topics: analyst checks , DRAM , Goldman Sachs , strong demand , supply discipline

Views: 182, Votes: 6, Responses: 1, Attachments: 11
QRVO , SWKS , ADI , MU , AMAT , LRCX , TER , ENTG , Semiconductors , Autos

+72 pts



Goldman says current semi shortage span across wide range of devices, but most severe for automotive MCU

By mooreideas on Feb. 16, 2021, 12:21 p.m.
Tagged topics: China , electric vehicles , supply constrained , Goldman Sachs , semi shortage , worse than expected

Views: 205, Votes: 3, Responses: 0, Attachments: 38