Displaying items by tag: chips

(New York)

The chip shortage of 2021 has been an ongoing saga that has benefited many of the largest manufacturers…see the full story on our partner Magnifi’s site

(New York)

ESG has already taken the financial world, nearly dominating every other headline over the past couple of years…see the full story on our partner Magnifi’s site

(Portland)

The global chip shortage continues to ravage…see the full story on our partner Magnifi’s site

(New York)

Q1 Earnings are starting to roll in for many companies and this presents an opportunity…see the full story on our partner Magnifi’s site

(San Francisco)

Morgan Stanley has just made two interesting picks in the tech world. While these are not specifically tech companies, these chipmakers are so closely related that it is fair to lump them in. In particular, Morgan Stanley is bullish on rising memory demand in chips and therefore likes two names to do well. The first is Micron (ticker: MU), and the second is Western Digital (WDC), both of which specialize in DRAM and NAND. The former is used in mobile phones and servers, while the latter is used in smartphones and solid state hard drives. According to Morgan Stanley, “channel checks make it clearer that customers are building real conviction that memory will tighten [more demand versus supply] over the course of 2020, which is leading them to put more inventory into place”.

FINSUM: This matches exactly what we see on the consumer demand front, so we do not have any argument with these picks.