Micron Technology Aktie News

Micron Technology (NASDAQ:MU) shares are down 2.3% to trade at $390.36 at last glance, following news that Samsung is preparing to  supply Nvidia  (NVDA) with next-generation HBM4memory chips as early as next month.

Micron's business has made a V-shaped recovery with the AI buildout. The memory market is entering a huge super-cycle.

Micron stock (NASDAQ: MU) has already been one of the biggest winners of the AI boom as demand for advanced memory chips exploded. Yet a growing group of analysts now argues the real surprise may still lie ahead.

Micron Technology (MU) remains a BUY as it is positioned in a super-upcycle driven by AI demand across data centers, mobile, and industrial markets. MU's Q1'26 revenue surged 57% YoY, with CMBU and MCBU units showing robust growth from AI memory needs in cloud and flagship devices. CapEx is ramping to $20B in FY26 to expand HBM and DRAM supply, with 2026 HBM volumes already sold out, supporting...

AI-related demand for Micron's high-bandwidth memory (HBM) is accelerating. This strong demand, combined with supply constraints, could enable Micron to nearly quadruple its earnings in two years.

Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.

Micron was well-positioned to capitalize on the AI boom. Revenue and profit margins are soaring.

New model releases and fading competition in the EV industry could help Rivian gain market share. Micron Technology has been benefiting from a near-term shortage of much-needed memory chips.