COMPANY

Micron

MU:US

Primary coverage by Pierre Ferragu

Research

Events

Aug
19
Technology

Replay: Memory - Different this time? (IV): The valuation question

August 19, 2026 — Virtual
Hosted by Pierre Ferragu

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Jan
13
Technology

2026 Tech Infrastructure Top Picks

January 13, 2026 — Virtual
Hosted by Pierre Ferragu, Antoine Chkaiban and Ben Harwood

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Mar
13
Technology

Asia Tech Tour Debrief: NVDA, Tariffs, Embargoes, PC & Smartphone

March 13, 2025 — Virtual
Hosted by Peter Vogel and Rolf Bulk

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Dec
20
Technology

Memory in 2025: The fastest growing and most overlooked COGS of AI

December 20, 2024
Hosted by Pierre Ferragu and Rolf Bulk

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Sep
26
Technology

REPLAY: Asia Tech Tour Debrief: Updates on CoWoS, HBM, AI server, AI PCs and more.

September 26, 2024
Hosted by Pierre Ferragu

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Jul
10
Technology

Replay - Conf Call: AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.

July 10, 2024
Hosted by Pierre Ferragu

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Mar
28
Technology

Memory and the AI cycle: And what if it were only the beginning? Increasing Micron’s price target to $150

March 28, 2024
Hosted by Pierre Ferragu

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Jan
26
Technology

Replay: $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers - Conference Call

January 26, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jan
10
Technology

Replay: Our top 3… well, maybe 4 picks for 2024!

January 10, 2024 — Virtual
Hosted by Pierre Ferragu, Ben Harwood, Antoine Chkaiban and Rolf Bulk

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Mar
7
Technology

Expert Call on Memory with Walt Coon and Mike Howard, who cover DRAM and NAND at Yole Research

March 7, 2023
Hosted by Pierre Ferragu

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Oct
18
Technology

Semi-cycle health check

October 18, 2022
Hosted by Pierre Ferragu

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May
19
Technology

Memory: What is next? Demand, Supply and Technology update with Yole

May 19, 2022
Hosted by Pierre Ferragu

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Feb
3
Technology

Conference Call: Believe it or not, we are bullish NAND... and patient

February 3, 2022
Hosted by Pierre Ferragu

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Jan
11
Technology

Memory coverage initiation: A new way to look at the industry

January 11, 2022
Hosted by Pierre Ferragu

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Micron

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Research

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