Monolithic Power Got Crushed by Edgewater Report. Now It's Micron's Turn. -- Barrons.com

Dow Jones11-12

By Adam Clark

Two semiconductor stock takedowns in as many days. First Monolithic Power Systems and then Micron Technology shares have been knocked by separate reports from the same research outfit.

Monolithic Power dropped 15% on Monday and was falling a further 2% in premarket trading on Tuesday after market-intelligence firm Edgewater Research suggested the company could lose part of its business with chip maker Nvidia, according to industry analysts.

Monolithic and Nvidia didn't immediately respond to requests for comment on the report. However, analysts at Needham said they had spoken with Monolithic Power management, who confirmed they weren't aware of any technical issues that would prevent its components from shipping in Nvidia's Blackwell AI chips and that it hadn't received any cancellations from Nvidia.

On Tuesday, it was Micron's turn, as the memory chip maker fell 3.2% in premarket trading, reportedly following a note from Edgewater Research.

"Edgewater (after destroying MPWR yesterday) is out with a CAUTIOUS DRAM [dynamic random access memory] call today...expect selling pressure (and likely shorts pressing) Micron today," wrote Mizuho Securities analyst Jordan Klein in a research note.

Write to Adam Clark at adam.clark@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

November 12, 2024 09:24 ET (14:24 GMT)

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Comments

PrimeBlue
11-12
PrimeBlue
DRAM prices are going strong. Just take a look at the spot market trend. The HBM segment is causing a shortage of wafer for DRAM and is causing a market supply shortage. Prices are going to only increase as the industry has yet to make up for the high wafer demand from HBM. This is a good chance to get into MU.
- BlithePullan:
  Prices look promising

Leave a comment

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First <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> and then Micron Technology shares have been knocked by separate reports from the same research outfit. \n</p>\n<p>\n     Monolithic Power dropped 15% on Monday and was falling a further 2% in premarket trading on Tuesday after market-intelligence firm Edgewater Research suggested the company could lose part of its business with chip maker Nvidia, according to industry analysts. \n</p>\n<p>\n     Monolithic and Nvidia didn't immediately respond to requests for comment on the report. 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Now It's Micron's Turn. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-12 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://dowjonesnews.com/newdjn/logon.aspx?AL=N><strong>Dow Jones</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By Adam Clark \n\n\n  Two semiconductor stock takedowns in as many days. First Monolithic Power Systems and then Micron Technology shares have been knocked by separate reports from the same research ...</p>\n\n<a href=\"https://dowjonesnews.com/newdjn/logon.aspx?AL=N\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1852331112.SGD","symbol_name":"Blackrock World Technology Fund A2 SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2482774088","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2482774088","pubTimestamp":1731421440,"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Two semiconductor stock takedowns in as many days. 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First Monolithic Power Systems and then Micron Technology shares have been knocked by separate reports from the same research outfit. \n\n\n     Monolithic Power dropped 15% on Monday and was falling a further 2% in premarket trading on Tuesday after market-intelligence firm Edgewater Research suggested the company could lose part of its business with chip maker Nvidia, according to industry analysts. \n\n\n     Monolithic and Nvidia didn't immediately respond to requests for comment on the report. However, analysts at Needham said they had spoken with Monolithic Power management, who confirmed they weren't aware of any technical issues that would prevent its components from shipping in Nvidia's Blackwell AI chips and that it hadn't received any cancellations from Nvidia. \n\n\n     On Tuesday, it was Micron's turn, as the memory chip maker fell 3.2% in premarket trading, reportedly following a note from Edgewater Research. \n\n\n     \"Edgewater (after destroying MPWR yesterday) is out with a CAUTIOUS DRAM [dynamic random access memory] call today...expect selling pressure (and likely shorts pressing) Micron today,\" wrote Mizuho Securities analyst Jordan Klein in a research note. \n\n\n     Write to Adam Clark at adam.clark@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 12, 2024 09:24 ET (14:24 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":370214655459672,"gmtCreate":1731422372314,"gmtModify":1731485661382,"author":{"id":"4100873749187500","authorId":"4100873749187500","name":"PrimeBlue","avatar":"https://static.tigerbbs.com/7ad38f4e49566a36d2382e4e7b42a0ac","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"4100873749187500","authorIdStr":"4100873749187500"},"htmlText":"DRAM prices are going strong. Just take a look at the spot market trend. The HBM segment is causing a shortage of wafer for DRAM and is causing a market supply shortage. Prices are going to only increase as the industry has yet to make up for the high wafer demand from HBM. This is a good chance to get into MU.&nbsp;","listText":"DRAM prices are going strong. Just take a look at the spot market trend. The HBM segment is causing a shortage of wafer for DRAM and is causing a market supply shortage. Prices are going to only increase as the industry has yet to make up for the high wafer demand from HBM. This is a good chance to get into MU.&nbsp;","text":"DRAM prices are going strong. Just take a look at the spot market trend. The HBM segment is causing a shortage of wafer for DRAM and is causing a market supply shortage. Prices are going to only increase as the industry has yet to make up for the high wafer demand from HBM. This is a good chance to get into MU.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370214655459672","repostId":2482774088,"repostType":2,"repost":{"id":"2482774088","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731421440,"share":"https://ttm.financial/m/news/2482774088?lang=&edition=fundamental","pubTime":"2024-11-12 22:24","market":"sg","language":"en","title":"Monolithic Power Got Crushed by Edgewater Report. Now It's Micron's Turn. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2482774088","media":"Dow Jones","summary":"Two semiconductor stock takedowns in as many days. First Monolithic Power Systems and then Micron Technology shares have been knocked by separate reports from the same research outfit.Monolithic Power dropped 15% on Monday and was falling a further 2% in premarket trading on Tuesday after market-intelligence firm Edgewater Research suggested the company could lose part of its business with chip maker Nvidia, according to industry analysts.Monolithic and Nvidia didn't immediately respond to requests for comment on the report. However, analysts at Needham said they had spoken with Monolithic Power management, who confirmed they weren't aware of any technical issues that would prevent its components from shipping in Nvidia's Blackwell AI chips and that it hadn't received any cancellations from Nvidia.On Tuesday, it was Micron's turn, as the memory chip maker fell 3.2% in premarket trading, reportedly following a note from Edgewater Research.\"Edgewater  is out with a CAUTIOUS DRAM [dynamic","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Two semiconductor stock takedowns in as many days. First <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> and then Micron Technology shares have been knocked by separate reports from the same research outfit. \n</p>\n<p>\n     Monolithic Power dropped 15% on Monday and was falling a further 2% in premarket trading on Tuesday after market-intelligence firm Edgewater Research suggested the company could lose part of its business with chip maker Nvidia, according to industry analysts. \n</p>\n<p>\n     Monolithic and Nvidia didn't immediately respond to requests for comment on the report. However, analysts at Needham said they had spoken with Monolithic Power management, who confirmed they weren't aware of any technical issues that would prevent its components from shipping in Nvidia's Blackwell AI chips and that it hadn't received any cancellations from Nvidia. \n</p>\n<p>\n     On Tuesday, it was Micron's turn, as the memory chip maker fell 3.2% in premarket trading, reportedly following a note from Edgewater Research. \n</p>\n<p>\n     \"Edgewater (after destroying MPWR yesterday) is out with a CAUTIOUS DRAM [dynamic random access memory] call today...expect selling pressure (and likely shorts pressing) Micron today,\" wrote Mizuho Securities analyst Jordan Klein in a research note. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2024 09:24 ET (14:24 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Monolithic Power Got Crushed by Edgewater Report. 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Now It's Micron's Turn. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-12 22:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Two semiconductor stock takedowns in as many days. First <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> and then Micron Technology shares have been knocked by separate reports from the same research outfit. \n</p>\n<p>\n     Monolithic Power dropped 15% on Monday and was falling a further 2% in premarket trading on Tuesday after market-intelligence firm Edgewater Research suggested the company could lose part of its business with chip maker Nvidia, according to industry analysts. \n</p>\n<p>\n     Monolithic and Nvidia didn't immediately respond to requests for comment on the report. However, analysts at Needham said they had spoken with Monolithic Power management, who confirmed they weren't aware of any technical issues that would prevent its components from shipping in Nvidia's Blackwell AI chips and that it hadn't received any cancellations from Nvidia. \n</p>\n<p>\n     On Tuesday, it was Micron's turn, as the memory chip maker fell 3.2% in premarket trading, reportedly following a note from Edgewater Research. \n</p>\n<p>\n     \"Edgewater (after destroying MPWR yesterday) is out with a CAUTIOUS DRAM [dynamic random access memory] call today...expect selling pressure (and likely shorts pressing) Micron today,\" wrote Mizuho Securities analyst Jordan Klein in a research note. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2024 09:24 ET (14:24 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","NVDA":"英伟达","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4543":"AI","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4588":"碎股","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","BK4503":"景林资产持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4551":"寇图资本持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","L":"洛斯公司","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","MPWR":"Monolithic Power Systems","2NVD.UK":"2X NVIDIA ETP","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","MU":"美光科技","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4548":"巴美列捷福持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4529":"IDC概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4579":"人工智能","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482774088","content_text":"By Adam Clark \n\n\n  Two semiconductor stock takedowns in as many days. First Monolithic Power Systems and then Micron Technology shares have been knocked by separate reports from the same research outfit. \n\n\n     Monolithic Power dropped 15% on Monday and was falling a further 2% in premarket trading on Tuesday after market-intelligence firm Edgewater Research suggested the company could lose part of its business with chip maker Nvidia, according to industry analysts. \n\n\n     Monolithic and Nvidia didn't immediately respond to requests for comment on the report. However, analysts at Needham said they had spoken with Monolithic Power management, who confirmed they weren't aware of any technical issues that would prevent its components from shipping in Nvidia's Blackwell AI chips and that it hadn't received any cancellations from Nvidia. \n\n\n     On Tuesday, it was Micron's turn, as the memory chip maker fell 3.2% in premarket trading, reportedly following a note from Edgewater Research. \n\n\n     \"Edgewater (after destroying MPWR yesterday) is out with a CAUTIOUS DRAM [dynamic random access memory] call today...expect selling pressure (and likely shorts pressing) Micron today,\" wrote Mizuho Securities analyst Jordan Klein in a research note. \n\n\n     Write to Adam Clark at adam.clark@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 12, 2024 09:24 ET (14:24 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":370556755198104,"gmtCreate":1731486029460,"gmtModify":1731498938130,"authorId":9000000000000675,"author":{"id":9000000000000675,"idStr":"9000000000000675","authorId":9000000000000675,"name":"BlithePullan","avatar":"https://static.tigerbbs.com/63628df5dc89c97600c23240f5960480","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":370214655459672,"type":1,"supId":0,"prevId":0,"content":"Prices look promising","text":"Prices look promising","html":"Prices look promising"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2482774088"}