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2021-10-25

Disruption to foundries even for short durationcan be very costly. With production yield downward, why is stock rallying upward then?

Micron gains 3% after acknowledging impact from Taiwan earthquake

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With production yield downward, why is stock rallying upward then?</p></body></html>","text":"Disruption to foundries even for short durationcan be very costly. With production yield downward, why is stock rallying upward then?","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/856617339","repostId":1170734555,"repostType":4,"repost":{"id":"1170734555","kind":"news","pubTimestamp":1635171973,"share":"https://www.laohu8.com/m/news/1170734555?lang=&edition=full","pubTime":"2021-10-25 22:26","market":"us","language":"en","title":"Micron gains 3% after acknowledging impact from Taiwan earthquake","url":"https://stock-news.laohu8.com/highlight/detail?id=1170734555","media":"seekingalpha","summary":"Micron Technology(NASDAQ:MU)is up 3%, extending a gain in premarket that came after the company ackn","content":"<ul>\n <li>Micron Technology(NASDAQ:MU)is&nbsp;up 3%, extending a gain in premarket that came after the company acknowledged it saw production impact from yesterday's earthquake in Taiwan.</li>\n <li>A quake of magnitude 6.2 hit near Yilan, Taiwan, and Micron says that had an affect on its facilities in the city of Taoyuan.</li>\n <li>It's still evaluating the impact of the quake, and \"determining the appropriate steps to return to full production,\" the company says.</li>\n <li>What are the implications? Evercore ISI says that while the immediate effect may not be clear, \"any meaningful production hit would most certainly lead to a much more tight supply environment and could pull in a DRAM pricing inflection\" from the expected impact in the first half of 2022.</li>\n <li>And Wells Fargo says that if it takes some time for production to be restarted, that could mean a fairly quick increase in prices. Wells Fargo is bullish, with a $115 price target implying 66% upside.</li>\n <li>Last week,talks were said to stall over a $20 billion merger between Western Digital and Kioxia - a NAND memory maker that Micron was also circling.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron gains 3% after acknowledging impact from Taiwan earthquake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron gains 3% after acknowledging impact from Taiwan earthquake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3757491-micron-gains-3-after-acknowledging-impact-from-taiwan-earthquake><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology(NASDAQ:MU)is up 3%, extending a gain in premarket that came after the company acknowledged it saw production impact from yesterday's earthquake in Taiwan.\nA quake of magnitude 6.2 ...</p>\n\n<a href=\"https://seekingalpha.com/news/3757491-micron-gains-3-after-acknowledging-impact-from-taiwan-earthquake\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/news/3757491-micron-gains-3-after-acknowledging-impact-from-taiwan-earthquake","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1170734555","content_text":"Micron Technology(NASDAQ:MU)is up 3%, extending a gain in premarket that came after the company acknowledged it saw production impact from yesterday's earthquake in Taiwan.\nA quake of magnitude 6.2 hit near Yilan, Taiwan, and Micron says that had an affect on its facilities in the city of Taoyuan.\nIt's still evaluating the impact of the quake, and \"determining the appropriate steps to return to full production,\" the company says.\nWhat are the implications? Evercore ISI says that while the immediate effect may not be clear, \"any meaningful production hit would most certainly lead to a much more tight supply environment and could pull in a DRAM pricing inflection\" from the expected impact in the first half of 2022.\nAnd Wells Fargo says that if it takes some time for production to be restarted, that could mean a fairly quick increase in prices. 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