Micron Technology's CEO Sanjay Mehrotra announced a structural shortage in memory chips lasting well beyond 2026, with supply meeting only 50-66% of demand. This shortage supports strong pricing power for DRAM and HBM until new production ramps up around 2028. Micron plans a $200 billion investment in US facilities, aiming to increase domestic production to 40% by 2036 and create 90,000 jobs. The company's recent financial results show booming revenue and profits, driven by high demand from AI and cloud customers, positioning Micron for a prolonged memory supercycle.
SK hynix Inc. posted a strong Q1 with 60% year-over-year revenue growth and a 72% operating margin, driven by its leadership in HBM technology. Despite these impressive results, the analyst prefers Micron Technology due to its clearer long-term strat...
The global silicon interposer market, valued at $4 billion in 2025, is projected to grow to $14.04 billion by 2035 with a CAGR of 13.38%. Growth is fueled by rising adoption of AI, chiplet architectures, and advanced semiconductor packaging technolog...
Micron Technology has been upgraded from Sell to Hold following better-than-expected Q3 revenue and earnings per share, driven by strong demand for its HBM4 memory products, especially for NVIDIA's Vera Rubin platform. The company’s HBM4 shipments ar...
Backpack has introduced the first-ever 24/7 trading platform for real U.S. equities, allowing international investors to buy and sell stocks like SpaceX, Micron, and SanDisk around the clock. Unlike synthetic derivatives, these are actual equities wi...
Jefferies chief global strategist Chris Wood advises investors to focus on memory chip makers like Micron, Samsung Electronics, and SK Hynix instead of AI hyperscalers such as Meta, Microsoft, Amazon, and Alphabet. This recommendation comes amid grow...
