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增增增上上上
2022-06-04

Prata flipping argument. All consumer stocks should be massively down, don't just talk abt one only.

Micron Controls 55% Of Automotive Semiconductor Memory Market

Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as inves

Micron Controls 55% Of Automotive Semiconductor Memory Market

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All consumer stocks should be massively down, don't just talk abt one only.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9059979548","repostId":2240272383,"repostType":2,"repost":{"id":"2240272383","kind":"highlight","pubTimestamp":1654286714,"share":"https://www.laohu8.com/m/news/2240272383?lang=&edition=full","pubTime":"2022-06-04 04:05","market":"us","language":"en","title":"Micron Controls 55% Of Automotive Semiconductor Memory Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2240272383","media":"seekingalpha","summary":"Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as inves","content":"<html><body><p><figure><picture><img height=\"1057px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1179848360/image_1179848360.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Say-Cheese/iStock via Getty Images</p></figcaption></figure></p> <p>Micron Technology (<span>NASDAQ:MU</span>) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to consumer electronics.</p> <p>With Micron in the spotlight, other bellwether semiconductor companies also were negatively<span> impacted. Intel (</span>INTC<span>) was off by 2.6% while Nvidia (</span>NVDA<span>) was down by 4.5%, Qualcomm (</span>QCOM<span>) shares fell by 3.5% and Advanced Micro Devices (</span><a href=\"https://laohu8.com/S/AMD\">AMD</a><span>) dropped 3%.</span></p> <p>According to the Tech Note in Seeking Alpha:</p> <ul><li>Micron is also not as exposed to the automotive market, which Kumar said events like rising rates, a slowing macro and the possibility of excess inventory may be a concern.</li></ul> <ul><li>Kumar pointed out that Micron's exposure of greater than 50% to consumer markets is higher than many other semiconductor companies, and with some weakness in the mobile and PC markets, it's likely there could be \"additional pressure on the company.\"</li></ul> <h2><strong>My Analysis</strong></h2> <p>Perhaps it's in the definitions of the Piper Sandler database used to downgrade Micron. But my analysis shows significantly different metrics, which is shown below in this article.</p> <h4>Automotive Memory</h4> <p>Shown in Chart 1, Micron's share of the total Automotive Memory market of $3,700 million was 55.0% in 2021, up slightly from 53.9% in 2020, according to The Information Network's report entitled \"<strong><em>Hot ICs: A Market Analysis of Artificial Intelligence (\"AI\"), 5G, Automotive, and Memory Chips</em></strong>.\"</p> <p>Chart 1</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542781457127938.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h4>Automotive Semiconductor</h4> <p>Chart 2 shows that Micron's share of the total Automotive Semiconductor Market of $51,600 million was 3.9%, up slightly from 3.4% in 2020.</p> <p>Chart 2</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542781884709053.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p><span><span>The Information Network</span></span></p></figcaption></figure></p> <h4>Consumer Semiconductor</h4> <p>Chart 3 shows Micron's share of the global Consumer Semiconductor market of $46,800 million was 2.5% in 2021, down slightly from 2.8% in 2020.</p> <p>Note that my analysis of the \"Consumer\" segment is based on Industry Consortia \"Semiconductor Industry Association\" definitions.</p> <p>Chart 3</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542782551973054.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h4>Smartphone Semiconductor</h4> <p>Chart 4 shows Micron's share of the global Smartphone Semiconductor market of $88,100 million was 8.2% in 2021, down from 10.3% in 2020.</p> <p>Chart 4</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" height=\"465\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-16542783075977776.png\" vspace=\"6\" width=\"640\"/></span></picture><figcaption><p>The Information Network</p></figcaption></figure></p> <h2>Investor Takeaway</h2> <p>The Piper Sandler analysis states that Micron's exposure was greater than 50% of consumer markets. My analysis shows that it is just 2.5% of the $46 billion consumer semiconductor (Chart 3) and 8% of the $88 billion smartphone semiconductor markets (Chart 4). These shares are significantly below the 50% share reported by Piper Sandler.</p> <p>In the Automotive semiconductor market, Piper Sandler reports that Micron is also not as exposed to the automotive market. In my analysis, Micron has a 55% share of the $3.7 billion market (Chart 1), which in my opinion, is significantly more than \"not as exposed.\" Indeed, if we consider the overall Automotive Semiconductor market, Micron does have just a 3.9% share of the $52 billion market.</p> <p>Investors must consider that Micron's automotive share of total revenues is 7% compared to semiconductor manufacturers that specialize in the automotive market, such as NXP Semiconductors (NXPI) with a 47% exposure, or Infineon with a 46% exposure.</p> <p>I rate Micron a buy. My analysis also correlates with Seeking Alpha's Ratings and Factor Grades shown in Chart 5.</p> <p>Chart 5</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"844\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/6/3/7008-1654278544854768.png\" width=\"596\"/></picture><figcaption><p>Seeking Alpha</p></figcaption></figure></p></body></html>","source":"seekingalpha","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>Micron Controls 55% Of Automotive Semiconductor Memory Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Controls 55% Of Automotive Semiconductor Memory Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-04 04:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4581":"高盛持仓","MU":"美光科技","BK4512":"苹果概念","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","AMD":"美国超微公司","BK4529":"IDC概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","INTC":"英特尔","BK4534":"瑞士信贷持仓","NXPI":"恩智浦","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","QCOM":"高通","BK4535":"淡马锡持仓","NVDA":"英伟达","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/article/4516350-micron-controls-55-percent-of-automotive-semiconductor-memory-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240272383","content_text":"Say-Cheese/iStock via Getty Images Micron Technology (NASDAQ:MU) shares fell Friday, June 3 as investment firm Piper Sandler downgraded the memory chipmaker, citing its \"oversized exposure\" to consumer electronics. With Micron in the spotlight, other bellwether semiconductor companies also were negatively impacted. Intel (INTC) was off by 2.6% while Nvidia (NVDA) was down by 4.5%, Qualcomm (QCOM) shares fell by 3.5% and Advanced Micro Devices (AMD) dropped 3%. According to the Tech Note in Seeking Alpha: Micron is also not as exposed to the automotive market, which Kumar said events like rising rates, a slowing macro and the possibility of excess inventory may be a concern. Kumar pointed out that Micron's exposure of greater than 50% to consumer markets is higher than many other semiconductor companies, and with some weakness in the mobile and PC markets, it's likely there could be \"additional pressure on the company.\" My Analysis Perhaps it's in the definitions of the Piper Sandler database used to downgrade Micron. But my analysis shows significantly different metrics, which is shown below in this article. Automotive Memory Shown in Chart 1, Micron's share of the total Automotive Memory market of $3,700 million was 55.0% in 2021, up slightly from 53.9% in 2020, according to The Information Network's report entitled \"Hot ICs: A Market Analysis of Artificial Intelligence (\"AI\"), 5G, Automotive, and Memory Chips.\" Chart 1 The Information Network Automotive Semiconductor Chart 2 shows that Micron's share of the total Automotive Semiconductor Market of $51,600 million was 3.9%, up slightly from 3.4% in 2020. Chart 2 The Information Network Consumer Semiconductor Chart 3 shows Micron's share of the global Consumer Semiconductor market of $46,800 million was 2.5% in 2021, down slightly from 2.8% in 2020. Note that my analysis of the \"Consumer\" segment is based on Industry Consortia \"Semiconductor Industry Association\" definitions. Chart 3 The Information Network Smartphone Semiconductor Chart 4 shows Micron's share of the global Smartphone Semiconductor market of $88,100 million was 8.2% in 2021, down from 10.3% in 2020. Chart 4 The Information Network Investor Takeaway The Piper Sandler analysis states that Micron's exposure was greater than 50% of consumer markets. My analysis shows that it is just 2.5% of the $46 billion consumer semiconductor (Chart 3) and 8% of the $88 billion smartphone semiconductor markets (Chart 4). These shares are significantly below the 50% share reported by Piper Sandler. In the Automotive semiconductor market, Piper Sandler reports that Micron is also not as exposed to the automotive market. In my analysis, Micron has a 55% share of the $3.7 billion market (Chart 1), which in my opinion, is significantly more than \"not as exposed.\" Indeed, if we consider the overall Automotive Semiconductor market, Micron does have just a 3.9% share of the $52 billion market. Investors must consider that Micron's automotive share of total revenues is 7% compared to semiconductor manufacturers that specialize in the automotive market, such as NXP Semiconductors (NXPI) with a 47% exposure, or Infineon with a 46% exposure. I rate Micron a buy. My analysis also correlates with Seeking Alpha's Ratings and Factor Grades shown in Chart 5. Chart 5 Seeking Alpha","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":85,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}