$Micron Technology (MU.US)$
“Since Micron's DRAM and NAND products account for a much lower share of servers, we don't think most of its revenue in China comes from telecommunications companies or the government. As a result, the ultimate impact on Micron will be very limited,” they said in a report.
It generated $5.2 billion in revenue from China last year, including $1.7 billion from Hong Kong, accounting for about 16% of its total revenue, according to Jefferies.
Bernstein said that considering Micron's relatively small business in the enterprise and cloud server sector, a 2% drop in sales is the most realistic estimate.
“Since Micron's DRAM and NAND products account for a much lower share of servers, we don't think most of its revenue in China comes from telecommunications companies or the government. As a result, the ultimate impact on Micron will be very limited,” they said in a report.
It generated $5.2 billion in revenue from China last year, including $1.7 billion from Hong Kong, accounting for about 16% of its total revenue, according to Jefferies.
Bernstein said that considering Micron's relatively small business in the enterprise and cloud server sector, a 2% drop in sales is the most realistic estimate.
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T-bill and SSB.![]()
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1
-Marketing with wifey.
-Outing like cycling, jogging swiming...etc depending of weather. 😂
-Read some news of current situation in world.
-Update investment profile weekly.
-Put trading mine a side for the weekend just have a peaceful mind. 😂
-Outing like cycling, jogging swiming...etc depending of weather. 😂
-Read some news of current situation in world.
-Update investment profile weekly.
-Put trading mine a side for the weekend just have a peaceful mind. 😂
2
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2
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1
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