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News Breaks
January 3, 2014
09:45 EDTMUMicron estimates raised at Drexel Hamilton
Drexel Hamilton raised its FY14 and FY15 EPS estimates for Micron, citing tighter than expected supply/demand ratios of DRAM, as indicated by persistent daily increases in DRAM pricing. The firm expects DRAM prices to be higher than previously expected for the remainder of calendar 2014, and keeps a Buy rating on Micron.
News For MU From The Last 14 Days
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July 28, 2015
14:57 EDTMUAnalyst skeptical after 'amateurish' Micron, Intel memory presentation
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13:57 EDTMUMicron, Intel memory launch more diversion than revolution, says Summit Research
After Micron (MU) and Intel (INTC) introduced 3D XPoint memory technology, Summit Research analyst Srini Sundararajan said that at first glance the new product seems like an additive memory that will co-exist with DRAM and NAND. Sundararajan added that nothing about the "amateurish" presentation gives him confidence that Micron and Intel can catch Samsung (SSNLF) in terms of DRAM or 3D NAND.
13:40 EDTMUMicron upgraded to Buy from Hold at Drexel Hamilton
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12:43 EDTMUIntel, Micron downplay concerns of 3D XPoint 'cannibalizing' NAND products
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12:31 EDTMUIntel, Micron expect 3D XPoint cost to be 'somewhere between' NAND, DRAM
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12:08 EDTMUIntel, Micron introduce 3D XPoint memory technology
Intel (INTC) and Micron Technology (MU) unveiled 3D XPoint technology, a non-volatile memory that the companies say has the potential to "revolutionize any device, application or service that benefits from fast access to large sets of data." Now in production, 3D XPoint technology brings non-volatile memory speeds up to 1,000 times faster than NAND, according to Intel and Micron. 3D XPoint technology will sample later this year with select customers, and Intel and Micron are developing individual products based on the technology, the companies said.
12:02 EDTMUStocks with call strike movement; MU ASHR
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12:02 EDTMUMicron, Intel to discuss technology similar to HP memristor, Hesseldahl says
Arik Hesseldahl of Re/code said on Twitter: "Intel and Micron are going to disclose technology similar to HP's memristor technology. It will be called: 3D XPoint" Reference Link
08:38 EDTMUIntel and Micron to hold a joint press and analyst webcast
Micron and Intel Share Updates on Latest Storage and Memory Technologies in a webcast being held on July 28 at 12 pm. Reference Link
July 27, 2015
10:35 EDTMUIntel, Micron gain after announcing joint press event
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09:36 EDTMUActive equity options trading on open
Active equity options trading on open: AAPL NFLX INTC MU VZ BIDU AMBA
July 23, 2015
06:42 EDTMUMobile DRAM prices to fall on excess smartphone inventory, DigiTimes reports
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06:42 EDTMUTsinghua still in talks with Micron over possible takeover, Reuters reports
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06:29 EDTMUMicron and Tsinghua fail to reach consensus in tie-up talks, DigiTimes reports
Micron and Tsinghua Unigroup failed to reach a consensus although it is negotiating a possible tie-up in DRAM business, reports DigiTimes. According to industry sources, Micron wanted to have absolute control over the production capacity the company would share with Tsinghua while the China chipmaker had no interest in just being a manufacturing partner of the US vendor. The sources add that Tsinghua could be the one spreading the rumors that it is looking to make an offer for Micron. Reference Link
July 22, 2015
19:02 EDTMUOn The Fly: After Hours Movers
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17:33 EDTMUMicron advances by 2.33% after SanDisk Q2 results
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15:02 EDTMUOptions Update; July 22, 2015
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10:21 EDTMUTsinghua 'sounding out' Micron interest in deal, to make $23B bid, Nikkei says
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05:55 EDTMUDRAMeXchange: DRAM prices to fall further, DigiTimes says
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July 21, 2015
10:04 EDTMUMicron spurning of Tsinghua a 'bargaining tactic,' blog author contends
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