2021.09.08
Adata expects DRAM spot prices to be stable in 4Q21 (digitimes.com)
Memory module maker Adata Technology expects price stability to take place in the DRAM spot market
starting the fourth quarter of 2021.
대만의 메모리 모듈 제조업체인 ADATA는 2021년 4분기초부터 디램 현물 가격이 안정화될 것으로 예상했다.
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2021.09.08
모건스탠리의 비관적인 리포트는 과장되었다.
Micron Stock: Reports Of The Early Winter Are Exaggerated (NASDAQ:MU) | Seeking Alpha
Summary
- Micron's share price has suffered a material fall recently, induced by fears of an imminent downturn in the pricing of digital memory.
- This article dissects the influential recent report by Morgan Stanley, "Winter is Coming," where the price target was slashed to $75, using both a fundamental and quantitative perspective.
- The market's fear is perfectly rational, given the deep cyclicality exhibited in DRAM (and Micron) in 2018/2019, where an early exit was handsomely rewarded.
- This article explains why the MS recommendation will prove to be grossly premature: Recent slippage in DRAM spot prices will reverse, the transformation in the DRAM supply/demand curves - ignored.
- The article includes crucial detail just divulged (Aug 24th, BMO Tech Summit) by Micron's Chief Business Officer that opposes the prevalent MS bearish view. Strong Buy. Target: $213.
- 8월24일 몬트리얼 은행이 개최한 회의에서 마이크론의 영업담당 사장이 모건스탠리의 비관적 견해를 반박하는
- 기사다. 강력 매수. 목표가 213달러.
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