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Micron: The Era Of $300 Smartphones With 4GB RAM Is A Tailwind

2015-03-25 07:24:49| Semiconductors - Topix.net

Supplying the mobile DRAM requirements of Intel-powered Android and Windows 10 smartphones and tablets could be a strong tailwind for Micron. This year has been brutal for Micron .

Tags: era ram smartphones 4gb

 

Micron Tweaks Consumer MLC for Enterprise Storage

2015-03-24 22:49:47| Electronics - Topix.net

TLC NAND has made inroads into consumer devices and some data centers, but there is still plenty of room to improve MLC NAND: Micron recently introduced FortisFlash, aimed at balancing endurance and performance for enterprise storage systems. Micron's 20nm and 16nm FortisFlash devices come in standard BGA packages of 1 to 16 die stacks and were designed to have better endurance than standard MLC without the usage limitations of Enterprise MLC .

Tags: storage consumer enterprise micron

 
 

Micron Tweaks Consumer MLC for Enterprise Storage

2015-03-24 16:50:11| Semiconductors - Topix.net

TLC NAND has made inroads into consumer devices and some data centers, but there is still plenty of room to improve MLC NAND: Micron recently introduced FortisFlash, aimed at balancing endurance and performance for enterprise storage systems. Micron's 20nm and 16nm FortisFlash devices come in standard BGA packages of 1 to 16 die stacks and were designed to have better endurance than standard MLC without the usage limitations of Enterprise MLC .

Tags: storage consumer enterprise micron

 

Micron Price Target Cut On Manufacturing Transition

2015-03-17 18:19:55| Semiconductors - Topix.net

RBC Capital Markets analyst Doug Freedman lowered his price target on Micron stock to 40 from 44 in a research report Tuesday, saying the equity research firm had been "overly aggressive in assuming that the 20-nanometer transition would be faster and smoother than expected," generating higher growth. He expects higher back-end assembly and test costs to lower Micron's gross profit margin.

Tags: price cut target manufacturing

 

Micron: Low Insider Sales May Buttress Second Half Turnaround Thesis

2015-03-17 01:30:23| Semiconductors - Topix.net

The stock peaked near $37 in Q4 2014 and may not return to those levels as supply/demand dynamics in memory chips may be disrupted. Mobile devices have experienced red hot growth and Micron , a supplier of memory chips for the mobile market, has been a beneficiary of that growth.

Tags: low sales half insider

 

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