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Is Microchip Technology Incorporated (NASDAQ:MCHP) Worth US$92.9 Based On Its Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Microchip Technology fair value estimate is US$73.99 Microchip Technology is estimated to be 25% overvalued based on current share price of U
DBS: A new super cycle of memory is coming, leading to an unprecedented imbalance between supply and demand by 2025.
By 2025, Daiwa Securities expects HBM to have a supply shortage rate of -11%, and the overall DRAM market's supply shortage rate to be -23%. Especially, the demand for HBM will significantly increase, possibly accounting for over 30% of the total DRAM supply.
10 Information Technology Stocks Whale Activity In Today's Session
This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scan
Semiconductor industry sales in April were below seasonal levels, but it does not affect Citigroup's bullish stance.
Citi reiterated its optimistic stance on the semiconductor industry, even though sales in April were below seasonal levels according to data from a trade organization. According to data from the Semiconductor Industry Association, sales in April were $44.9 billion, down 11.6% from the previous month but up 17.3% year-on-year. This was higher than Citi's expected $44.4 billion, and Citi analyst Christopher Danely said the weakness in DRAM and microcontrollers led to the decline.
Citi Keeps Bullish Stance on Chips Even as April Sales Below Seasonal Figures
Express News | WSTS raises its global semiconductor output forecast for this year to $611 billion.
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