Jim Cramer advises investors not to abandon semiconductor stocks despite a recent 7.2% drop in the VanEck Semiconductor ETF over six sessions. He emphasizes strong long-term demand driven by advanced consumer devices and AI, highlighting Micron's secured revenue through long-term customer agreements and the crucial role of Intel and AMD CPUs. While acknowledging potential further declines, Cramer believes the fundamental demand for chips remains robust, supporting the sector's growth prospects.
Micron Technology trades at USD 957.70, down 3.17% on Pluang as of Oct 14, 2026 05:31 WIB. Intel shares rose 2.19% to USD 103.57, with a 2.24% dividend yield and 70% buy orders. AMD gained 2.47% to USD 608.92, showing mixed investor sentiment with 51% buy activity. These figures highlight active trading in semiconductor stocks despite recent sector volatility.
Micron Technology's stock fell 5.7% following concerns over increased competition from Chinese chipmakers ChangXin Memory and Yangtze Memory, which are advancing new memory technologies and expanding market presence. The sell-off also reflects broade...
Micron Technology, Inc. outperforms peers in growth and profitability while trading at a significant valuation discount. Its strengths include AI-driven memory demand, multi-year strategic customer agreements, and disciplined cost controls, which sup...
Micron Technology's stock fell 5% following Chinese company CXMT's announcement to enter the high-end server memory market with a denser chip design. This new competition threatens Micron's core server memory business, which is critical for AI data c...
Micron (MU) has been upgraded from Hold to Buy due to improved pricing for high-bandwidth memory (HBM) and a recent 10% drop in its stock price. The analyst expects HBM margin dilution to narrow by 2027 thanks to higher contracted prices, although th...
China's leading memory chipmaker ChangXin Memory Technologies (CXMT) announced progress on a new memory architecture that increases data density, causing shares of global rivals like Micron, SK Hynix, and Samsung to drop sharply. CXMT, which recently...
