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Micron: DRAM Prices Keep Falling, Says Nomura; Here Comes Samsung
2015-07-07 00:56:01| Semiconductors - Topix.net
Shares of DRAM and NAND chip maker Micron Technology declined 75 cents, or 4%, to close at $18.32, amidst continued worries about the weak personal computer market impacting the market for memory chips. Nomura Equity Research 's Romit Shah reiterated a Neutral rating on the stock, and a $23 price target, writing that his recent trip through China suggest to him that "downside risk to DRAM prices is mounting as inventory levels are rising amid weak set demand."
Tags: prices
samsung
falling
micron
Micron: DRAM Prices Keep Falling, Says Nomura; Here Comes Samsung
2015-07-07 00:45:02| Electronics - Topix.net
Shares of DRAM and NAND chip maker Micron Technology declined 75 cents, or 4%, to close at $18.32, amidst continued worries about the weak personal computer market impacting the market for memory chips. Nomura Equity Research 's Romit Shah reiterated a Neutral rating on the stock, and a $23 price target, writing that his recent trip through China suggest to him that "downside risk to DRAM prices is mounting as inventory levels are rising amid weak set demand."
Tags: prices
samsung
falling
micron
Micron Rising: Topeka Ups to Buy on Stabilizing DRAM prices, NAND Catch-Up
2015-06-20 12:55:24| Semiconductors - Topix.net
Shares of DRAM and NAND chip maker Micron Technology are up 8 cents at $24.54 after Topeka Capital Markets 's Suji Desilva today raised his rating on the stock to Buy from Hold, raising his price target to $34 from $30, after holding an investor meeting with management. We were encouraged by: 1) likely outsized DRAM cost per bit improvement relative to competitors, 2) steady TLC 3D NAND progress that can drive a demand inflection, and 3) continued commitment to capital returns while maintaining a competitive capex level.
Micron Falls: DRAM Prices Weak, Says Morgan Stanley, Apple's iPhone Notwithstanding
2015-06-15 17:14:56| Semiconductors - Topix.net
Shares of DRAM and NAND maker Micron Technology are down $1.11, or 4.4%, at $24.02, after Morgan Stanley's Joseph Moore cut his rating on the shares to Underweight from Equal Weight, and cut his price target to $21 from $30, writing that a build-up in DRAM memory chips and a ratcheting-back of DRAM use in mobile devices means pricing and volume will be weak. Pricing of DRAM, based on his "checks" with entities in Taiwan, is weak in PC, servers , and in graphics applications, writes Moore: Everyone we talked to believed that PC, server, and graphics pricing will remain under pressure in 3q, and several believed it will remain pressured all year, while others were more optimistic about a seasonal recovery in 4q.
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Micron And DRAM Prices
2014-03-06 15:48:37| Semiconductors - Topix.net
As the memory market has changed, so too has the way that its products are priced.
Tags: prices
micron
dram
micron dram