COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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A perspective on the U.S./China relationship. Our conversation with Samm Sacks.May 11, 2023 — Pierre Ferragu
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Bible 1Q23 – Memory: past the trough?May 10, 2023 — Pierre Ferragu
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SK Hynix & Samsung 1Q23: Memory industry bottomingApril 27, 2023 — Pierre Ferragu
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Semiconductor cycle update: How much played out? Where to be long? Where to be short?April 24, 2023 — Pierre Ferragu
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The recession is materializing: weakness across semis, automotive, telecom equipment and Enterprise IT. Tech Weekly Wrap-UpApril 24, 2023 — Pierre Ferragu
Events
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Mar
07TechnologyMarch 7, 2023Hosted by Pierre FerraguWatch Replay -
Jan
11TechnologyJanuary 11, 2022Hosted by Pierre FerraguWatch Replay -
Feb
03TechnologyFebruary 3, 2022Hosted by Pierre FerraguWatch Replay -
May
19TechnologyMay 19, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18