Let's do some more calls. CLSA initiates Micron today. Outperform 155 is the target.Quote, riding the crest of the AI wave. Bill, you own the name. A name that doesn't get discussed all that much to be honest when we talk about the AI wave.>> Not discussed enough. I mean, this this name, I've loved it for a while and it's been our portfolios. Um, high bandwidth memory, you know, faster computing, more efficient computing at a lower power consumption.It's going to be critical here uh in the AI race. and they ...

Investment Rating - The industry investment rating is maintained as "Buy" [2] Core Views - The DDR4 market prices continue to rise, with LPDDR4X prices significantly increasing due to supply-side reductions and competitive bidding among suppliers. The demand for mid-to-low-end mobile phones and tablets remains stable, driving prices upward. Trendforce forecasts a price increase of 38%-43% for LPDDR4X in the third quarter [4][11] - The SSD market shows a slight price decline, with embedded channel market prices stabilizing recently. Major NAND manufacturers are shifting capacity from low-margin products to high-margin QLC products, leading to price increases for products below 512Gb. However, overall demand remains low, and inventory reduction is the primary focus for industry clients [5][17] - The demand for niche DRAM is expected to remain strong as SK Hynix and Micron gradually exit this market. The recovery in demand from PC, IoT, and industrial control sectors, along with domestic substitution trends, is anticipated to drive prices upward for various storage manufacturers [6][22] Summary by Sections 1. Supply-Side Reduction and Price Increase - DDR4 prices are stabilizing in the short term but are expected to rise due to ongoing supply shortages. The DXI index has increased by 97.38% year-to-date, reflecting the upward trend in prices [8][4] - LPDDR4X prices are projected to rise significantly due to supply constraints, with a monthly price increase of 6.7% for 96GB products and 10.2% for 48GB products [12][11] 2. SSD Market Dynamics - The SSD market is experiencing a slight decline in prices, with a monthly decrease of 2.4% for 256Gb PCIe3.0 products and 3.1% for 512Gb PCIe3.0 products. The overall supply remains sufficient, but demand is weak, leading to a cautious inventory approach by clients [17][18] 3. Investment Recommendations - The report suggests focusing on companies such as Zhaoyi Innovation, Lanke Technology, Juchen Co., and Shenkong Co. as potential beneficiaries of the upward price trends in the storage market [6][22]

Micron Technology, Inc.'s (NASDAQ: MU ) fundamental strength, which I highlighted in my May bullish call , was confirmed by its robust share price growth. Micron continues enjoying AI tailwinds, which is converted into stellar financialWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financia ...

智通财经APP获悉，周二，芯片股小幅走高，截至发稿，英伟达(NVDA.US)涨0.62%，AMD(AMD.US) 涨超1.3%，美光(MU.US)涨超1%，博通(AVGO.US)涨超1%，台积电(TSM.US)涨0.65%。消息面上，英 伟达将于美东时间08月27日盘后发布财报，2026Q2预计实现营收459.70亿美元，同比增加53.03%；预 期每股收益0.935美元，同比增加39.51%。 ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Micron (MU) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Micron is a member of the Computer and Technology sector. This group includes 605 individual stocks and currently holds a Zacks Sector Rank of #6. The Zacks Sector R ...

These technology stocks are expertly riding the digital wave.Digital adoption is accelerating worldwide, from cloud platforms to artificial intelligence (AI)-driven services. Unsurprisingly, companies building digital infrastructure or offering breakthrough digital innovations are seeing demand compound rapidly. Some of these technology companies are exceptionally well positioned to capture these massive tailwinds. Here's why the share prices of these two technology stocks could grow dramatically in the com ...

Company Performance - Micron's stock closed at $116.47, reflecting a -1.03% change from the previous day's closing price, underperforming the S&P 500's daily loss of 0.43% [1] - Over the past month, Micron's shares have increased by 5.77%, outperforming the Computer and Technology sector's gain of 2.56% and the S&P 500's gain of 2.65% [1] Upcoming Earnings - Micron is expected to report an EPS of $2.77, representing a 134.75% increase compared to the same quarter last year [2] - The consensus estimate for revenue is projected at $11.07 billion, indicating a 42.82% increase year-over-year [2] Full Year Projections - For the full year, earnings are projected at $8.04 per share and revenue at $36.91 billion, showing increases of +518.46% and +46.98% respectively from the previous year [3] Analyst Estimates and Market Trends - Recent revisions to analyst estimates for Micron are seen as positive indicators of the business outlook, reflecting near-term business trends [3][4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Micron as 1 (Strong Buy), suggesting strong potential for outperformance [5] Valuation Metrics - Micron has a Forward P/E ratio of 14.64, which is lower than the industry average of 19.57, indicating that Micron may be trading at a discount [6] - The Computer - Integrated Systems industry, part of the Computer and Technology sector, ranks in the top 13% of all industries according to the Zacks Industry Rank [6]

It’s been almost two years since I covered Micron Technology, Inc. ( MU ) , so I wanted to see how the company has progressed in that time, and unsurprisingly, the company’s performance is nightMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we ...

Key Takeaways Micron's entire HBM supply for 2025 is sold out amid strong AI-driven demand.HBM revenues jumped 50% sequentially in Q3 as shipments and sampling expanded.MU plans major capacity additions, including new HBM capacity in Singapore by 2027.Micron Technology, Inc. (MU) is experiencing a surge in demand for its High Bandwidth Memory (“HBM”), driven by the rapid adoption of artificial intelligence (AI). On its third-quarter fiscal 2025 earnings call, the company confirmed that its entire HBM supply ...

May 2, 202 A Server Cost Anaysis Memory s The Biggest Loser //Micron $MU ooks very weak in A minutes 10 comments By and Dyan Pate Gerad Wong Micron $MU ooks very weak in A The rush to buid out datacenters for A training and inference has caused the markets to go crazy. For exampe, Credo () is up 27% in the ast week, but they don't benefit much. n the past, we excusivey expained how they . They aso in the AEC and ACC space. Vicor () is up 0%. Over a year ago, . Whie Vicor has attempted to be designed back in ...