$Micron Technology (MU.US)$? Analysts Claim NAND Demand Would Reduce but however…$Silicon Motion Technology (SIMO.US)$, headquartered in Hongkong saw its results improve sharply after last year's dip. Demand from data centers in particular increased. Silicon Motion supplies the memory chip industry and this is reflected in the results, which can fluctuate widely. The NAND memory market (which Silicon Motion supplies) is recoveri...
Money Thrill
OP
:
And soon my personal search for secret (difficult to know) innovations of Micron at imec, Belgium, largest laboratory in the world, 5000 sophisticated engineers? The reason of High CAPEX
NVDAvsTSLA
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only$Advanced Micro Devices (AMD.US)$ amd $NVIDIA (NVDA.US)$ nvda $Broadcom (AVGO.US)$ Broadcom $Dell Technologies (DELL.US)$ Dell$Hewlett Packard Enterprise (HPE.US)$ If mu doesn't go down, it won't go down; as an upstream enterprise, isn't it? In fact, MU's performance is very predictable. Just take a look at these companies to find out how it performs. After the next two months, interest rate cuts, and good performance guidelines plus elections, I am optimistic that it will reach a new high of $200 again within the year. I don't know how that analyst predicted the downgrade of the rating
Money Thrill
OPNVDAvsTSLA
:
Indeed, you are one hundred percent right, I don't understand it either ... and $200 is possible, but even more end 2025 , 2026 with the new DIANA chips and others. i hope that i can visit (I would organize it myself) imec. 120 Km from me
The company's CEO, Paul Donahue, expressed confidence in Mr. Howe's leadership, stating that his extensive experience makes him an excellent choice to lead Motion and that they expect the Motion team to continue achieving great results under his leadership.
Mizuho analyst Daniel O'Regan predicts Warren Buffett may sell more Apple shares due to the company's current issues, potentially causing a significant drop in share price. O'Regan favors Dell Technologies, Western Digital, and Silicon Motion Technology over Apple.
Analysts express increased confidence in Silicon Motion's CY'24 growth projection. They also recommend adjustment in expectations for higher research and development costs and a longer than anticipated gross margin recovery.
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Silicon Motion Technology Stock Forum
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