COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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XPUs: Sizing the upside for Broadcom and the downside for NvidiaSeptember 9, 2025 — Pierre Ferragu
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Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4tn AI infra spending by 2030?September 9, 2025 — Pierre Ferragu
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Hot Chips 2025: memory, interconnects, and full-stack optimizations at the center of the stageSeptember 2, 2025 — Antoine Chkaiban and Pierre Ferragu
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Bible 2Q25 – Memory: margins of conventional DRAM to expand as HBM growth pressures capacityAugust 28, 2025 — Pierre Ferragu
Events
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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
