COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Micron: the Street gets HBM, but misses the broader rebound and capacity squeeze.June 23, 2025 — Pierre Ferragu
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Bible 1Q25 – Memory: all set for the upcoming HBM run.June 9, 2025 — Pierre Ferragu
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Hyperscale & Cloud: Inference inflecting, more hints on 2026 growth, green shoots of AI re-platformingJune 6, 2025 — Pierre Ferragu
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
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Tariffs & Memory: the baseline & what’s next.May 8, 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 FerraguWatch 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 FerraguWatch 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
