Micron Technology (MU)

[behappyalways]

Micron sets 10% job cuts in 2023 due to 'supply-demand mismatch'
https://www.reuters.com/technology/micr ... 022-12-21/

[behappyalways]

Micron sales forecast spurs hope that the worst of the slump is over
https://www.theedgesingapore.com/news/s ... slump-over

[behappyalways]

China's high-tech countermeasures are the first shot! US DRAM manufacturers are under review for "national security reasons"

中國高科技反制第一槍! 美DRAM大廠遭「國安理由」審查｜張允曦｜FOCUS全球新聞 20230403@tvbsfocus

https://m.youtube.com/watch?v=lS0Qs8DVRb4

[behappyalways]

China Bans Micron As Supplier Over 'Major National Security Risk'
https://www.zerohedge.com/geopolitical/ ... urity-risk

[behappyalways]

Micron To Invest $600MM In Chinese Factory Despite Beijing Chip Ban, Warns Half Of China HQ Customer Data Revenue At Risk
https://www.zerohedge.com/technology/un ... g-chip-ban

[behappyalways]

"Micron" is wonderful: the more sanctions are imposed, the tighter I will hold China's thighs!

'23.06.20【豐富│東南西北龍鳳配】Pt.2「美光」真妙：越是制裁，我就越是抱緊中國大腿！

https://m.youtube.com/watch?v=1LNuXrRejdM

[behappyalways]

How Micron’s Building Biggest U.S. Chip Fab, Despite China Ban
https://m.youtube.com/watch?v=S3geK7xVDQU

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"...#Micron also promised to invest another 4.3 billion yuan in its chip-making plants in #China, which one may see as a move to make amends with Chinese authorities"
https://twitter.com/ChinaBeigeBook/stat ... 5909686750

[winston]

not vested

US chipmaker Micron Technology post-results sell-off sent a fresh reminder to global investors about the risks inherent in bets on artificial intelligence (AI) chipmakers.

Days after leading AI chipmaker Nvidia slumped by about US$500 billion, Micron shares fell about 8 per cent in extended trading, after the memory maker offered a forecast that fell short of the highest estimates.

Micron is among the companies that have gotten a lift from the rally around AI-related stocks, as its high-bandwidth memory (HBM) can be used alongside Nvidia’s chips for training large language models.

Its shares had more than doubled in the year prior to its Wednesday (Jun 26) report.

However, the company was punished for not outperforming elevated expectations, even with an outlook that was almost in line with the average of analyst estimates.

Source: Phillips

[behappyalways]

AI帶動HBM超級需求!美光財報亮眼 本季營收估創新高 高喊"史上最強競爭優勢"｜非凡財經新聞｜20240926
https://m.youtube.com/watch?v=mjuZUgxtvA0