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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
005930 Samsung Electro...
TSFA Taiwan Semicond... ... (+7)

Anticipating the memory supply-demand balance of 2026, on a single sli...

In our Micron initiation in 2022, we introduced a unique framework to track memory supply and demand, based on COGS and PPE. In today’s one-slider, we update our view on memory supply-demand balance for 2026.

005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
MU MICRON TECHNOLOGY INC.
2330 TSMC
000660 SK HYNIX INC
5930 SAMSUNG ELECTRONICS CO LTD
660 SAMSUNG ELECTRONICS
6h / 49m 6h / 49m 1 EN
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Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
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MSFT MICROSOFT CORPORATION
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STX INC.
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GLOBALFOUNDRIES INC
16h 16h 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
005930 Samsung Electro...
MU Micron Technolo... ... (+4)

Where is the cost of HBM going ? A perspective on a single slide

We publish today a single slide on how we expect the cost and price of HBM to evolve in the next few years. Link below.

005930 SAMSUNG ELECTRONICS CO. LTD.
MU MICRON TECHNOLOGY INC.
000660 SK HYNIX INC
5930 SAMSUNG ELECTRONICS CO LTD
02/02/26 February 2, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
PREMIUM
WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | SNDK, NVDA

While TSMC has exited the GaN space both VIS and GF have licensed TSMC's 650 and 80V technology. We tend to see GF as more likely to realize greater benefits if GaN demand indeed grows at an accelerated pace, given GF's pre-existing efforts in the space, which TSMC's IP only builds upon. We'd also

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MU MICRON TECHNOLOGY INC.
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2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
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MSFT MICROSOFT CORPORATION
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GLOBALFOUNDRIES INC
02/02/26 February 2, 2026 1 EN
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NVDA NVIDIA CORPORATION
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02/02/26 February 2, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
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AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
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AMD ADVANCED MICRO DEVICES INC.
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SMCI SUPER MICRO COMPUTER
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GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
02/02/26 February 2, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS A
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TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
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AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
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GLOBALFOUNDRIES INC
02/02/26 February 2, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
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2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
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02/02/26 February 2, 2026 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
005930 Samsung Electro...
MU Micron Technolo... ... (+4)

Samsung & Hynix 4Q25: Implications for memory & Micron

Samsung and Hynix reported this week. Please see the link for our take on the read-through for Micron and the broader memory market

005930 SAMSUNG ELECTRONICS CO. LTD.
MU MICRON TECHNOLOGY INC.
000660 SK HYNIX INC
5930 SAMSUNG ELECTRONICS CO LTD
01/30/26 January 30, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
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MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
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2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
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01/30/26 January 30, 2026 1 EN
Wedbush Research
  • Wedbush Research
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01/30/26 January 30, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
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01/30/26 January 30, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
PREMIUM
WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | Memory, NVDA, Quantum

We would also point out that to date, China has invested over $15B in its domestic quantum ecosystem, compared to just under $8B in the US (per QED-C State of Global Quantum Industry), once again highlighting the need for additional Federal funding of the US' quantum ecosystem.Given the vested inte

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
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AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
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GLOBALFOUNDRIES INC
01/29/26 January 29, 2026 1 EN
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01/29/26 January 29, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
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MSFT MICROSOFT CORPORATION
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STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
01/28/26 January 28, 2026 1 EN
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01/28/26 January 28, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS A
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SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
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01/28/26 January 28, 2026 1 EN
Free Trial
005930 Samsung Electro...

Samsung Electronics: 3 directors

A director at Samsung Electronics bought 240 shares at 154,133.300KRW and the significance rating of the trade was 39/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...

005930 SAMSUNG ELECTRONICS CO. LTD.
01/28/26 January 28, 2026 1 EN
 PRESS RELEASE
Free
MU Micron Technolo...

Micron Announces Participation in Investor Event

Micron Announces Participation in Investor Event BOISE, Idaho, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that company executives will participate at the Wolfe Research Auto, Auto Tech and Semiconductor Conference in New York, New York on Wednesday, February 11, at 6:50 a.m. Mountain time. Live webcasts and subsequent replays of presentations can be accessed from Micron’s Investor Relations website at . About Micron Technology, Inc.  Micron Technology, Inc. is an industry leader in innovative memory and storage solutions transforming how the w...

January 27, 2026 1 EN
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