Yahoo Finance·2025-09-30 12:07Core Insights - Micron Technology Inc. is positioned strongly in the AI-driven memory market, with analysts highlighting its pricing power due to significant demand from major players like Nvidia, AMD, and Broadcom [1][2][3] Group 1: Market Position and Demand - Nvidia's necessity to purchase from Micron enhances Micron's pricing power, as Nvidia accounts for approximately 80% of the AI server market, with a substantial portion of costs directed towards memory [2] - The current cycle of demand is distinct from previous cycles, which were primarily driven by distributors and OEMs; this time, it is the major chip manufacturers that are actively buying [2] - Micron's management has reported robust demand in its latest quarter, contributing to the advancement of its shares [3] Group 2: Future Outlook - The future of AI compute is heavily reliant on advanced memory, suggesting that the current demand cycle may be sustainable through 2026 and potentially into 2027 [2] - Investment management firms recognize Micron's strong position in the AI-driven memory market, indicating a positive outlook for the company's performance [3]