InvestIdeas

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Micron Technology, Inc., together with its subsidiaries, engages in manufacturing and marketing semiconductor devices worldwide.

Its products for data storage and retrieval comprise dynamic random access memory products, including DDR2 and DDR3 for use as main system memory in computers and servers; and other specialty DRAM memory products, such as DDR and DDR2 mobile low power DRAM, DDR, SDRAM, reduced latency DRAM, and pseudo-static RAM used in laptop computers, tablets, and other consumer devices.

The company also offers NAND flash memory products, including RealSSD solid-state drives, flash memory cards, CompactFlash and memory stick products, SD memory cards, and JumpDrive products used in mobile phones, MP3/4 players, computers, solid-state drives, tablets, digital still cameras, and other personal and consumer applications.

In addition, it resells flash memory products that are purchased from other NAND flash suppliers.

Further, Micron Technology, Inc. provides NOR flash memory products that are electrically re-writeable, non-volatile semiconductor memory devices used in consumer electronics, industrial, wired and wireless communications, computing, and automotive applications.

http://todaysbigstock.com/2013/01/08/mi ... nasdaq-mu/

Micron Falls After Morgan Stanley Cuts Rating to Underweight
http://www.bloomberg.com/news/articles/ ... uts-rating

China's Tsinghua Unigroup Signals Interest in Micron After WSJ Report
http://www.bloomberg.com/news/articles/ ... sj-reports

Semiconductor leader Micron Technology drops to a new 52-week low.

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Micron Technology, Inc.: Will the Surge in MU Stock Last?

A shift in Micron’s markets should bode well for shares

By Hilary Kramer

Source: GameChangers

http://investorplace.com/2016/05/mu-wil ... 0mJxZF96M8

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Is Micron Technology, Inc. (MU) Stock Worth a Buy in 2017?

MU stock's performance in 2017 will depend on several factors

By Craig Adeyanju

While the demand and supply outlook of the semiconductor market is favorable for Micron stock in the near-term, concerns remain as to whether it can deal with future oversupply.

Source: Investor Place

http://investorplace.com/2016/12/micron ... F3kY_l96M8

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THIS COMPANY MAKES ROOM FOR ALL OUR DATA

Today, we'll revisit one of the strongest sectors of the market...

Regular readers know we are always looking for big secular trends to invest in. Since the invention of the personal computer and the cellphone, demand for the semiconductors that power these devices has been growing... And so has our need for data storage and handling...

We last checked in on this trend with chip maker Broadcom (AVGO) and the iShares PHLX Semiconductor Fund (SOXX).

Today, we'll look at a leader in the memory and storage business: Micron Technology (MU). Founded more than 35 years ago, the company holds more than 20,000 patents today. Micron's products help turn the massive amount of data we create into valuable insights.

Micron shares have soared this year. As you can see in the chart below, they're up nearly 170% from their May lows, and they just hit a fresh 52-week high. As we consume more and more data, Micron's business should continue to grow...

Source: Daily Wealth

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Micron Technology, Inc. (MU) Stock Is More Than Just a Memory

Memory maker Micron's run has just begun

By Louis Navellier

Source: Blue Chip Growth

http://investorplace.com/2017/03/micron ... NjE8Pl96M8

Wall Street analysts are worried about a memory chip downturn as Micron shares keep falling
https://www.cnbc.com/2018/09/21/wall-st ... lling.html

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Micron and 5G

While it may be difficult to judge which advanced chip designer will take the 5G crown, one thing is for sure: Ultra-fast, low-latency communications will need tons and tons of memory and storage. That sets up particularly well for Micron, which produces both dynamic random access memory (DRAM) and NAND flash storage.

And later this year, the company will soon begin selling its new type of memory, 3D Xpoint, which combines some of the properties of both DRAM and flash. This diversified portfolio means Micron should benefit from rising memory demand over the next decade, whichever memory technology gets the biggest boost.

Micron has a few other elements going for it as well. It's one of only three major DRAM manufacturers in the world, forming an oligopoly. That means the industry players should be able to more closely match supply and demand.

Memory is a notoriously cyclical industry, and it's currently going through a nasty downturn. Still, Micron has greatly reduced its costs over the past few years under new CEO Sanjay Mehrotra.

Management projects it will still be profitable in the current quarter, which may be the trough of the current cycle. Micron has never been profitable in a cyclical trough before, so this development is a big plus.

It's hard to underestimate how much memory 5G will consume; 5G phones will likely have at least double the amount of DRAM and NAND than current leading smartphones. In fact, Samsung (OTC:SSNLF) just unveiled a Galaxy Note10 with a whopping 12GB of DRAM, about triple the amount in typical high-end 4G phones.

Autonomous vehicles could use up to 100GB of DRAM, and artificial intelligence servers could use up to six times the amount of DRAM of current enterprise servers today.

Though the DRAM triumvirate and NAND flash players may have over-produced in the current downturn, 5G and next-gen applications will cause demand to inevitably bounce back -- it's just a question of when.

Source: Motley Fool