Micron Technology Stock Forecast: NAND and DRAM Prices Maintained High

August 5, 2018
   


This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.    




Summary

  • Micron Achieves Record Revenue for FQ3 2018

  • Average Sales Price for NAND Maintained

  • AI Applications are Driving DRAM Growth

  • DCF Model Suggests MU is Currently Underpriced

  • I Know First’s Algorithm Forecast is Bullish for MU in the Long Run

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    Intel Stock Prediction: LTE Modem Win In iPhone 7 Is Possibly Just The Start of Stronger Collaboration Between Intel and Apple

    September 18, 2016
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    • The rumors proved true. Intel indeed got its XMM LTE modem inside some iPhone 7 models.
    • As a result of this, Intel’s stock is trading at all-time high.
    • Apple’s leadership in high-end smartphones will boost Intel’s mobile division.
    • I expect Apple to also source out other iPhone components from Intel. Aside from modems, Intel could supply NAND flash storage for future iPhones.
    • Intel could also help Apple come up with better machine-learning iPhones. Intel’s RealSense camera technology and Movidius’ visual processors are ideal for self-learning iPhones.

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