COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q24 – Memory: cycle thesis playing out, and it is only the beginning.May 3, 2024 — Pierre Ferragu
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Microsoft & Google 1Q24: Public cloud growth is sustainably re-acceleratingApril 26, 2024 — Pierre Ferragu
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SK Hynix 1Q24 – strong demand; limited supply growth. Cycle thesis playing out.April 25, 2024 — Pierre Ferragu
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AI datacenter industry model v2.0 – less, but more expensive chips, with more memory content.April 11, 2024 — Pierre Ferragu
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Semi 1Q24 Update: AI shortcuts the cycle, while diversified semis find a bottomApril 4, 2024 — Pierre Ferragu
Events
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Mar
28TechnologyMarch 28, 2024Watch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Jan
10 -
Mar
07TechnologyMarch 7, 2023Watch Replay -
Oct
18 -
May
19TechnologyMay 19, 2022Watch Replay -
Feb
03TechnologyFebruary 3, 2022Watch Replay -
Jan
11TechnologyJanuary 11, 2022Watch Replay