COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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CPU cage fight, memory shortage, WFE outlook, and more. Tech Weekly Wrap-upMay 11, 2026 — Pierre Ferragu
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2027 AI capex; Replatforming; WFE outlook; Memory supply tightening? Cloud growth, and more. Tech weekly wrap-upMay 4, 2026 — Pierre Ferragu
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Who will spend all this money on WFE equipment?April 29, 2026 — Pierre Ferragu
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Technology Infrastructure Earnings Wrap-up – week ending April 24thApril 27, 2026 — Pierre Ferragu
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Hynix 1Q26 – COGS beat; gross margins doesn’t expand as much as consensus expectedApril 23, 2026 — Pierre Ferragu
Events
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Jan
13TechnologyJanuary 13, 2026 — VirtualHosted by Pierre Ferragu, Antoine Chkaiban and Ben HarwoodWatch Replay -
Mar
13TechnologyMarch 13, 2025 — VirtualHosted by Peter Vogel and Rolf BulkWatch Replay -
Dec
20TechnologyDecember 20, 2024Hosted by Pierre Ferragu and Rolf BulkWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Mar
28TechnologyMarch 28, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
10TechnologyJanuary 10, 2024 — VirtualHosted by Pierre Ferragu, Ben Harwood, Antoine Chkaiban and Rolf BulkWatch Replay -
Mar
7TechnologyMarch 7, 2023Hosted by Pierre FerraguWatch Replay -
Oct
18 -
May
19TechnologyMay 19, 2022Hosted by Pierre FerraguWatch Replay -
Feb
3TechnologyFebruary 3, 2022Hosted by Pierre FerraguWatch Replay -
Jan
11TechnologyJanuary 11, 2022Hosted by Pierre FerraguWatch Replay
