Micron Technology's stock has fallen 35%, yet remains a strong long-term buy due to high demand for memory products and strong pricing power. The company authorized a $35.16 billion share buyback, potentially retiring 4.5% of shares to stabilize the stock amid market volatility. Industry data shows DRAM and HBM memory volumes are sold out through 2029, providing clear forward visibility. Risks include a potential labor dispute in Taiwan that could affect 60% of DRAM output, though current operations are unaffected.
Micron Technology trades at USD 733.70 on Pluang as of Nov 10, 2026 00:03 WIB, up 6.33% in one day. The stock's market cap stands at $780.68 billion, reflecting strong investor interest. Typical holding time on Pluang is 52 days, indicating moderate trading activity among retail investors.
Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly exploring entry into advanced memory production, specifically vertically stacked 3D DRAM, following a request from its major customer NVIDIA. This move targets the highly profitable AI s...
Micron's stock has fallen over 40% since June, hitting a low despite the company guiding to its largest quarter ever with $61.5 billion revenue expected in fiscal Q1 2027. The market seems to fear the memory chip boom has peaked, but fundamentals rem...
Micron Technology's shares fell 22% in a week due to concerns about AI and political developments, despite the company reporting strong earnings last quarter. Analyst Jonathan Weber views the sell-off as exaggerated, believing that risks from the Dem...
Micron Technology's shares showed slight declines but found some relief after Taiwan Semiconductor Manufacturing (TSMC) dismissed rumors about entering the memory-chip market. This development eases a significant competitive threat for Micron, whose ...
Chip stocks experienced their worst day since 2020 due to concerns about the data center sector after the election, with major indexes like the VanEck Semiconductor ETF dropping 11.2%. Despite this, Micron Technology's fundamentals appear solid, as m...
