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Micron Technology, Inc: Dead or Alive? Part 1 | Value Investor Chatter | #145

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Manage episode 302765501 series 2430352
Content provided by valueinvestor.org. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by valueinvestor.org or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Micron Technology, Inc is a major player in the semiconductor industry. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence.

Episode Outline

(0:00) Sunil

(5:04) Investing is storytelling

(6:17) Micron high level

(9:50) Cyclical nature of semiconductor industry

(24:20) Recent drop in share price

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: shah@icon.co.za

Value Investor Chatter

Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/

--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support
  continue reading

181 episodes

Artwork
iconShare
 
Manage episode 302765501 series 2430352
Content provided by valueinvestor.org. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by valueinvestor.org or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Micron Technology, Inc is a major player in the semiconductor industry. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence.

Episode Outline

(0:00) Sunil

(5:04) Investing is storytelling

(6:17) Micron high level

(9:50) Cyclical nature of semiconductor industry

(24:20) Recent drop in share price

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: shah@icon.co.za

Value Investor Chatter

Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/

--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support
  continue reading

181 episodes

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