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Micron’s AI-Memory Upside Persists Despite Sector Rout
business26 days ago

Micron’s AI-Memory Upside Persists Despite Sector Rout

Micron Technology trades well below consensus targets despite a quarter with 345% revenue growth and margins near 85%, a rally triggered by ChangXin Memory Technologies’ IPO-induced memory-sector rout. Bulls like Ben Reitzes (Melius) maintain a Street-high $2,200 price target, arguing tight HBM3E/HBM4 capacity and multiyear contracts with AI accelerators (NVIDIA/AMD) could sustain premium pricing and durable margins, implying upside from today’s around $820 toward and beyond $2,000. The broader memory group is pressured by fears of a 2027 glut, but the consensus target sits near $1,507, signaling substantial potential upside if the bull thesis holds.

via 24/7 Wall St.|
#ai#business#hbm3e
Samsung posts record Q2 profit on AI-driven memory demand
business26 days ago

Samsung posts record Q2 profit on AI-driven memory demand

Samsung Electronics posted a record second-quarter operating profit of 89.5 trillion won, helped by robust AI-driven demand for memory chips (DRAM/NAND) and higher HBM4 sales, with revenue of 171.5 trillion won (roughly in line with forecasts). The results reflect a continued AI infrastructure cycle into H2 and come as Samsung expands collaborations, including with Broadcom, to support memory and foundry technologies.

via CNBC|
#ai#business#dram
AI Memory Crunch Narrowly Rewards MU and SK Hynix as Key Stock Plays
business2 months ago

AI Memory Crunch Narrowly Rewards MU and SK Hynix as Key Stock Plays

IDC expects AI data centers to absorb about 70% of global memory-chip production in 2026, squeezing supplies for phones, PCs, and other devices. The two primary U.S.-listed plays are Micron Technology (MU) and SK Hynix (A000660), which dominate high-bandwidth memory (HBM4) used by Nvidia and hyperscalers; Micron reports its HBM production is sold out under multiyear contracts and has seen DRAM/NAND price increases, while SK Hynix commands a large share of HBM4 volume and is co-developing next-gen memory with Nvidia. Bank of America sees robust growth for the HBM market (potentially $54.6B in 2026). SK Hynix is preparing to list ADRs in the Nasdaq, adding accessibility for U.S. investors. The piece frames MU and SK Hynix as the standout long-term AI infrastructure plays, with a suggested dollar-cost averaging approach, though it notes Motley Fool Stock Advisor did not currently name MU among its top picks.

via The Motley Fool|
#ai-data-centers#business#hbm4
Micron Bulls See Big Upside, But Is the Rally Truly Justified?
investing2 months ago

Micron Bulls See Big Upside, But Is the Rally Truly Justified?

Micron Technology trades near $900 with a forward multiple around 8–9x after a strong Q2 beat and guidance, as NVIDIA certifies MU as an HBM4 supplier for the Vera Rubin AI project. The company’s Q3 guide ($33.5B revenue, $19.15 EPS, ~81% gross margin) and a 30% dividend raise plus $650M in buybacks bolster the bull case that AI-memory demand could keep margins elevated. Yet insiders have been net sellers while the stock has surged well over the past year, underscoring remaining cyclicality in memory stocks. A high-profile target of $1,750 contrasts with consensus around ~$939, signaling a wide split on valuation. If demand stays robust, 8–9x forward earnings could look cheap; if AI demand slows or memory cycles turn, the stock could face a meaningful pullback.

via 24/7 Wall St.|
#ai-memory#hbm4#investing
Micron Stock Rides AI-Driven Memory Boom Amid Tight Supply
markets3 months ago

Micron Stock Rides AI-Driven Memory Boom Amid Tight Supply

Micron Technology (MU) is benefiting from AI-driven demand for memory as supply remains tight into 2027–2028, which could lift pricing power. The company is pushing next-gen products like HBM4/HBM4E and expanding capacity while securing multi-year AI memory deals; MU rose in premarket trading near $554 with strong momentum (RSI ~71) and is near the top of its 52-week range. The next major catalyst is the June 24, 2026 earnings report, with bullish analyst targets backing the rally.

via Benzinga|
#ai-memory-demand#hbm4#markets
technology5 months ago

Micron scales AI memory and storage with HBM4, Gen6 SSD, and SOCAMM2 for NVIDIA Vera Rubin

Micron has begun high-volume production of HBM4 36GB 12H for NVIDIA Vera Rubin, delivering over 2.8 TB/s bandwidth and more than 20% power efficiency versus HBM3E; it also mass-produces the PCIe Gen6 data center SSD (9650) with up to 28 GB/s sequential read and 5.5M IOPS, and ships 192GB SOCAMM2 memory for Vera Rubin platforms—all showcased at NVIDIA GTC 2026 as part of an AI-optimized memory and storage portfolio.

via Micron|
#gen6#hbm4#micron
Micron Faces HBM4 Shift as Nvidia's Vera Rubin Draws Supply From Rivals
technology5 months ago

Micron Faces HBM4 Shift as Nvidia's Vera Rubin Draws Supply From Rivals

Micron, a key Nvidia memory supplier, could lose share as Nvidia's Vera Rubin reportedly sources HBM4 from SK Hynix and Samsung, sidelining Micron in the AI data-center memory supply; while demand for Micron's other memory chips may persist and memory prices could rise on persistent shortages, the hit may be temporary as Vera Rubin ramps.

via The Motley Fool|
#hbm4#memory-chips#micron-technology
Samsung Poised to Lead NVIDIA’s Vera Rubin AI Push with HBM4 Memory
technology7 months ago

Samsung Poised to Lead NVIDIA’s Vera Rubin AI Push with HBM4 Memory

Samsung is set to supply HBM4 memory for NVIDIA’s Vera Rubin AI servers, with shipments expected as early as June and customer deliveries starting in August. Samsung’s HBM4 delivers 11 Gbps+ pin speeds using a 4nm logic base die from its own foundry, giving it a supply advantage over rivals and signaling a strong comeback in high-end memory for Vera Rubin, which will be showcased at GTC 2026.

via Wccftech|
#hbm4#memory-technology#nvidia
Samsung Eyes AI Memory Edge as Nvidia Supply Tightens
market-news7 months ago

Samsung Eyes AI Memory Edge as Nvidia Supply Tightens

Samsung plans to start producing its next-generation HBM4 memory chips for Nvidia as early as next month, a move that could ease memory constraints for Nvidia’s AI processors and support its Vera Rubin line. Samsung’s stock rose about 2% on the Reuters report, as the company aims to narrow the gap with SK Hynix in AI memory; HBM4 qualification tests reportedly passed for Nvidia and AMD, with shipments to Nvidia possibly beginning next month.

via TipRanks|
#ai-memory#chip-supply#hbm4
Samsung's HBM4 Chip Boosts Market Confidence and Rivalry
business7 months ago

Samsung's HBM4 Chip Boosts Market Confidence and Rivalry

Samsung Electronics' customers have praised the competitiveness of its next-generation HBM4 chips, with the company aiming to catch up with rivals like SK Hynix in AI chip markets, while also expanding its foundry business through major deals such as with Tesla. Despite positive market performance and record highs, Samsung faces challenges from rising component costs and global trade risks as it seeks to maintain its competitive edge.

via Yahoo Finance|
#ai-chips#business#foundry-business
Memory Chip Market Booms as SK Hynix Raises HBM4 Prices Amid Industry Competition
technology1 year ago

Memory Chip Market Booms as SK Hynix Raises HBM4 Prices Amid Industry Competition

High Bandwidth Memory (HBM) is crucial for AI performance, powering the fastest GPUs and accelerators. Industry leaders like Micron, Samsung, and SK hynix are advancing HBM technology with HBM4 and HBM4E, which promise higher capacities and speeds to support next-generation AI models. HBM4 is expected to arrive around 2026, with HBM4E following in 2027, enabling even more powerful AI hardware.

via Tom's Hardware|
#ai-accelerators#hbm4#memory-technology