$Micron Technology(MU)$
MU is a rouge Co. It likes to sue other DRAM makers for dumping to FTC,asking to ban their importing to US decades ago if other DRAM's price is cheaper 10% than MU's. It also like to fix the price of DRAM with SamSung and Hynix every quarter. MU plans to sue Taiwan DRAM makers but find that Taiwan engines are very cheap and high quality. So MU builds a lot of FABs in Taiwan. MU’s earning depends on SamSung to cut production to raise DRAM price. Taiwan will raise electricity fee in April. 25% raise for semiconductor. TSMC will pay more 0.6 billion us dollar. MU may pay more 0.25 billion dollar. And in the Q4 Taiwan will raise electricity fee again.
Semiconductor Companies & Industry DIG
The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics.
What companies in your watchlist? Do you have special comments to share?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments