Micron Technology

sind eher relativ teuer, Speicherpreise sind im Keller, viel Konkurrenz in Form von Samsung, Hynix und anscheinend setzt Nvidia bei ihren neuen Karten neben micron auch auf Samsung Speicher.
 

Nach so gut wie allen Kennzahlen ist Micron im Vergleich zur Konkurrenz deutlich günstiger. Das zyklische Tief wurde mit ziemlicher Sicherheit auch durschnitten, die DRAM Speicherpreise steigen wieder und das Sentiment der ist extrem schlecht. Da spricht alles für eine baldige Trendwende. Selbst wenn SK Hynix und Samsung technologisch weiter sind, dürfte sich der Aktienkurs einem Aufwärtszyklus nicht entziehen können. So konkurrenzunfähig ist Micron nun auch wieder nicht. Für einer der klaren Favoriten für 2021.  

Die Zahlen waren doch ok, oder?

Danke für die Infos  

Da sieht man mal wieder, wie wenig aussagekräftig Analystenschätzungen bei zyklischen Werten sind. Da wird einmal der Ausblick angehoben und plötzlich sind die Schätzungen für 2021 mal eben 4 Milliarden Dollar höher. Auch für die nächsten Jahre wird nun deutlich mehr erwartet. Das erklärt auch den starken Kursanstieg. Die Dynamik stimmt nun endlich wieder und ich erwarte nach einem zeitnahen Rücksetzer eine ähnlich dynamische Rally wie 2016.  

Micron hits highest level since September 2000

https://www.cnbc.com/video/2021/01/05/...el-since-september-2000.html  

09.09.20 ist ja gealtert wie Milch^^

Glückwunsch an alle Investierten.  

Darren Sissons discusses Micron Technology

https://www.bnnbloomberg.ca/video/...cusses-micron-technology~2119723  

Mein PT ist über 120 usd 2021 und über 150 USD 2022, danach raus

Die Frage ist, welchen OTM Call soll man sich kaufen?  

https://www.nasdaq.com/articles/...ing-tech-stocks-to-know-2021-02-19
QuantumScape Corp (NYSE: QS)
QuickLogic Corporation (NASDAQ: QUIK)
Roku Inc. (NASDAQ: ROKU)
Micron Technology Inc. (NASDAQ: MU)
In its first-quarter fiscal results posted in January, the company delivered strong revenue and earnings for the quarter. It reported a revenue of $5.8 billion, which is up by 12% year-over-year. 70% of this revenue came from its DRAM segment. It also noted strong growth for its graphics and mobile segment.
Micron also reported an income of $897 million or diluted earnings per share of $0.78. With strong fundamentals and solid financials, it expects a top-line revenue of $6 billion for its next quarter revenue.  

Feb 26 (Reuters) - When President Joe Biden on Wednesday stood at a lectern holding a microchip and pledged to support $37 billion in federal subsidies for American semiconductor manufacturing, it marked a political breakthrough that happened much more quickly than industry insiders had expected.

For years, chip industry executives and U.S. government officials have been concerned about the slow drift of costly chip factories to Taiwan and Korea. While major American companies such as Qualcomm Inc QCOM.O and Nvidia Corp NVDA.O dominate their fields, they depend on factories abroad to build the chips they design.....
Then came the auto-chip crunch. Ford Motor Co F.N said a lack of chips could slash a fifth of its first-quarter production and General Motors Co GM.N cut output across North America....
Within weeks, automakers joined chip companies calling for chip factory subsidies, and U.S. Senate Majority Leader Chuck Schumer and President Biden both pledged to fight for funding.
https://www.nasdaq.com/articles/...for-u.s.-chip-subsidies-2021-02-26
 

stellt den Umfang derTätigkeiten und Chancen deutlich dar
https://www.lynxbroker.de/boerse/boerse-kurse/...-technology-analyse/  

explosive Growth
The average DRAM content in vehicles will surpass 30% CAGR in the next three years, according to a new TrendForce report. Automotive memory accounted for less than 2% of total DRAM consumption in 2019, but the high-margin space is growing more competitive due to the "explosive" demand.
DRAM has a variety of uses in modern vehicles, including the graphic functions of instrument cluster and infotainment systems. Cameras and sensors in advanced driver-assistance systems and self-driving vehicles need the bandwidth and capacity of DRAM to process the incoming data.
An example of current auto DRAM usage: Tesla has adopted GDDR5 DRAM products and the DRAM content has reached at least 8GB across all of the current vehicles. The next generation of Tesla vehicles will have 20GB.
Samsung and SK Hynix are the overall global DRAM leaders, but Micron (NASDAQ:MU) surges to the front when it comes to automotive memory.Micron holds nearly 50% of the global automotive memory market"......
https://seekingalpha.com/news/...d-by-micron-set-for-explosive-growth  

Micron Technology, Inc. (Nasdaq: MU), announced today that it will hold a conference call about its fiscal second quarter earnings on Wednesday, March 31, 2021, at 2:30 p.m. Mountain time.
https://www.nasdaq.com/press-release/...s-on-march-31-2021-2021-03-01  

Skyworks Solutions (NASDAQ: SWKS) and Micron Technology (NASDAQ: MU) are two stocks that are already taking advantage of this turnaround, as they manufacture chips that go into 5G (fifth-generation) smartphones. Skyworks is witnessing tremendous growth in its mobile business, while Micron is about to join the party as well. These factors have contributed to a strong start on the market this year.
These chipmakers are unlikely to lose their impressive stock market momentum in the coming months, as 5G smartphone sales are expected to switch into a higher gear in 2021. Gartner forecasts that global 5G smartphone shipments could jump to nearly 539 million units this year and account for 35% of the overall market.....
Mobile accounts for 40% of the overall DRAM market, according to a third-party estimate, and manufacturers such as Micron are reportedly allocating more capacity toward the production of mobile DRAM to meet the recent surge in demand. In fact, demand seems to be so strong that mobile DRAM orders placed in the fourth quarter of 2020 are expected to be fulfilled only in the current quarter.

https://www.nasdaq.com/articles/...buy-before-they-explode-2021-03-03  

https://www.zacks.com/stock/news/1273162/...d=CS-QMED-FT-analyst_blog|company_news_tech_sector-1273162

For the quarter ending Mar 4, the memory chip maker now anticipates reporting revenues between $6.2 billion and $6.25 billion, up from previous guided range of $5.6-$6 billion. The company’s updated revenue guidance is also higher than the Zacks Consensus Estimate of $5.83 billion.
Micron also raised its adjusted earnings forecast to 93-98 cents per share from the 68-82 cents per share projected earlier. The new adjusted earnings guidance is significantly higher than the consensus estimate of 72 cents per share.
The company lifted its GAAP earnings guided range to 51-56 cents per share from 34-48 cents per share.
Per a Bloomberg report, Zinsner pointed out during the conference that the upbeat guidance is mainly driven by higher memory chip demand and tight supply.

The CFO stated that surging sales of mobile phones and computers are fueling demand for its dynamic random access memory chips or DRAM memory chips. He noted that elevated DRAM chip demand, coupled with tightness in supply, will make it difficult to meet orders for the rest of the year.
However, Zinsner cautioned that sales of NAND flash memory chips, which provides storage solution, might be negatively impacted by excess supply.
A solid recovery in smartphone shipments will boost memory chip sales significantly in 2021 for Micron...."  

Wells Fargo previously had a $100 price target for the stock and Goldman Sachs' target was $102.

Wells Fargo analyst Aaron Rakers was optimistic about the company's gross margin potential for its dynamic random-access memory, or DRAM. Goldman Sachs analyst Toshiya Hari said his industry checks suggested improving supply and demand for DRAM. Hari also expressed optimism for Micron NAND flash memory supply and demand.

https://www.fool.com/investing/2021/03/05/...-stock-jumped-on-friday/  

"...Usually, when a stock enjoys a massive rally in a short period, it tends to “take a break” after a while. Indeed, that’s what we’ve seen with Micron stock in recent trading sessions. After reaching a new high on March 1, MU stock pulled back instead of continuing its upward momentum.

The stock market seems to be cooling down a bit. If there’s more profit-taking in the stocks that have gone up a lot, we could see more selling pressure in the tech sector.

That said, from a fundamental perspective, Micron Technology, Inc. should have no problem continuing to churn out impressive financial growth in the years to come.

The reason lies in 5G. ....Well, Micron’s dynamic random access memory (DRAM) chips are widely used in smartphones, so higher 5G handset production figures would certainly boost its business.
And there’s more: because each 5G smartphone requires more DRAM than its 4G counterpart, the 5G era presents a higher content opportunity for Micron......
Micron’s adjusted earnings came in at $0.78 per share, up a whopping 62.5% from the $0.48 per share earned in the year-ago period.

On March 3, the company announced an increase to its guidance. Management now expects Micron to generate $6.20 billion to $6.25 billion of revenue and $0.93 to $0.98 of adjusted earnings per share in the second quarter of the company’s fiscal 2021.
https://www.profitconfidential.com/stock/...micron-technology-inc-5g/  

Micron's reasonable valuation and its potential to step on the gas in the coming months on the back of favorable memory market dynamics may have kept investors from pushing the sell button, even at a time when some other big names are losing ground on the market. In fact, these are the two reasons why Micron Technology is a stock worth buying right now, as it could keep delivering more upside even if there's a prolonged sell-off in the broader market.
Micron's earnings are expected to grow at a terrific pace, as the lower forward P/E ratio indicates. According to consensus estimates, the memory specialist's earnings could jump to $4.18 per share in the current fiscal year from $2.83 in the previous year. Analysts also expect the company's earnings to zoom higher in the next fiscal year to $7.91 per share -- and the chipmaker could hit those forecasts on the back of higher revenue and fatter margins..... Analysts are forecasting 25.5% top-line growth at Micron in fiscal 2022. But Micron is likely to exceed even those expectations, as recent developments indicate..."

https://www.nasdaq.com/articles/...efying-the-market-crash-2021-03-09  

https://www.fool.com/investing/2021/03/16/...icron-stock-just-popped/

und nahm Advanced Materials  AMAT gleich mit
oder ist das die erhöhte Dividende ?
https://www.zacks.com/stock/news/1280536/...boosts-shareholder-return  

die Strategie
...After exiting the 3D Xpoint market, Micron plans to shift its development efforts to take advantage of a new, faster industry standard for connecting memory chips to computing chips called Compute Express Link.
"We will have a (return) on this new investment that will be much higher because it will be easier for the software ecosystem to adopt," Sadana said.----
https://www.nasdaq.com/articles/...e-as-it-shifts-strategy-2021-03-16

“Memory and storage are critical to the data economy, and the need for data center memory innovation has never been greater,” said Micron President and CEO Sanjay Mehrotra. “As a leader in memory and storage, Micron is committed to leading innovation to unleash the next generation of data centers. Today’s announcement reflects our focus to invest in high-value solutions for customers that also deliver strong shareholder returns.”
 

And Micron Technology Inc. (Symbol: MU) options are showing a volume of 199,743 contracts thus far today. That number of contracts represents approximately 20.0 million underlying shares, working out to a sizeable 85.2% of MU's average daily trading volume over the past month, of 23.4 million shares. Particularly high volume was seen for the $100 strike call option expiring April 16, 2021, with 11,788 contracts trading so far today, representing approximately 1.2 million underlying shares of MU.
https://www.nasdaq.com/articles/...ctivity%3A-veco-lasr-mu-2021-03-23
 

Micron Technology (MU Quick QuoteMU - Research Report) is slated to report second-quarter fiscal 2021 results on Mar 31.
The company projects earnings in the range of 93-98 cents per share for the fiscal second quarter.
Meanwhile, Micron estimates revenues to be in the $6.20-$6.25 billion range. The consensus mark for revenues is currently pegged at $6.23 billion, suggesting a 29.8% increase from the year-earlier period.
The company’s earnings surpassed the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 10.4%.
Micron’s business has been resilient to the crippling economic impact of the coronavirus pandemic. The stay-at-home situation has spurred significant chip demand from PC manufacturers and data-center operators, which is anticipated to have driven Micron’s fiscal second-quarter earnings.
The global quarantine situation has fueled significant demand for PCs and notebooks, with the surge in workers and students working and learning from homes....
A solid uptick in DRAM bit shipments for the cloud, graphics, PC and notebook, 5G and automotive markets is anticipated to have been a positive during the quarter to be reported.
..Additionally, Micron’s heavy dependence on China is a headwind due to the ongoing tit-for-tat trade spat between the United States and China. Restrictions on export to Huawei are expected to have hurt top-line growth of the memory chip maker....

https://www.zacks.com/stock/news/1293736/...ings-whats-in-the-offing?
 

Korean memory semiconductor companies are facing a tough challenge from competitors, especially from Micron Technology of the United States
Micron, the world's fifth-largest NAND flash maker, began to supply 176-layer NAND flashes to customers for the first time in the world in November 2020. It is a product that Samsung Electronics and SK Hynix cannot even mass-produce yet. Furthermore, Micron announced in January that it has started to mass-produce 4th-generation 10nm DRAMs. This was also the world’s first.

Although Samsung Electronics and SK Hynix jointly accounted for 71 percent of the DRAM market and 45 percent of the NAND flash market as of the fourth quarter of 2020, the fact that they have lost the world's first title to Micron twice in a row reflects that their technological leadership is under threat. Until a year or two ago, Samsung Electronics was technologically ahead of Micron by about two years.

The biggest reason for the narrowed technology gap is that it is much more difficult for the top-ranked company to take a step forward than for latecomers to take ten steps forward as the ultra-micro fabrication process has neared its limit. Until now, Samsung Electronics has spent trillions of won and more than a year on research and development (R&D) to develop new technologies. ..."
http://www.businesskorea.co.kr/news/articleView.html?idxno=62356  

Micron’s recent technological achievements are outstanding. In Jan 2021, the firm completed development of the world’s first 1αnm DRAM. It also unveiled the world’s first 176-layer 3D NAND in Nov 2020. Such achievements mark a stark contrast from the past, when Micron used to rank second or third in both the DRAM and NAND markets. This is contrary to the recent decline in the R&D capabilities of domestic memory semiconductor players, which used to boast the best technology. In terms of relative return within the sector, Micron is expected to lead in the future.
.....Micron’s prominence is paradoxically positive for global memory supply/ demand. As the technology gap has narrowed, it has become more difficult for leading companies to easily implement aggressive investment strategies.

http://www.businesskorea.co.kr/news/articleView.html?idxno=63108  

Von einigen Chipsorten sind am Markt nicht einmal mehr Reste übrig. Als Nächstes dürften sich hungrige Anleger auf DRAM-Chips stürzen.
Als nach der Krise die Produktion wieder hochgefahren werden sollte, musste die Autobranche feststellen, dass der Hunger nach Chips groß sein kann – zu groß. Der Markt war leer gefegt. Denn anders als bei den Autozulieferern, die nur eine Branche beliefern müssen, spielen auf dem Halbleitermarkt weitere wichtige Player wie AMD, Nvidia oder Microsoft mit......
https://www.deraktionaer.de/artikel/aktien/...0228046.html?feed=ariva