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29.06.26 - 16:36
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Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash (24/7 Wall St.)
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Micron Technology (NASDAQ: MU) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era's supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk. ... Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash...
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29.06.26 - 13:45
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Micron Technology Aktie: Speicherboom! HBM-Speicher für 2026 bereits komplett ausverkauft (Aktiencheck)
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Wien (www.aktiencheck.de) - Micron Technology-Aktienanalyse von Erste Group Research:
Der Analyst Hans Engel von der Erste Group hat die Aktie von Micron Technology Inc. (ISIN: US5951121038, WKN: 869020, Ticker-Symbol: MTE, NASDAQ-Symbol: MU) von "hold" auf "buy" hochgestuft. Zur Begründung verweise er darauf, dass der US-Halbleiterhersteller für das kommende Quartal einen sehr hohen Umsatzausblick veröffentlicht habe. [mehr]...
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29.06.26 - 04:06
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Memory shortage drives long-term uptrend as Apple hikes prices (Digitimes)
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Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones, PCs, tablets, and other electronics may stay expensive, while manufacturers face tighter margins, weaker demand, and more uncertainty over supply and pricing....
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