Micron: Accelerating HBM Ramp Extends Growth Into 2027

Micron Technology logo over advanced semiconductor chips highlights memory leadership amid AI and data center demand. Key Points Micron’s HBM memory supply is fully booked through 2026, with demand expected to exceed supply well into 2027 or beyond. Strategic global expansion and pricing power position Micron to outperform conservative revenue forecasts, especially in AI-driven markets. Analyst upgrades and bullish sentiment support continued upside, with high-end price targets implying significant roo ...