Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand. ...

A top-rated analyst at Piper Sandler has made a massive bet on Micron Technology (MU), slapping a $400 price target on the stock with unusual confidence. That’s a steep 45% climb from the previous $275 target, an eyebrow-raising $125 increase, and it matters a ton because Micron has been flying. In the past month alone, the stock has skyrocketed 43%, dwarfing the S&P 500’s gains at just under 1%. In the past week alone, it has jumped almost 20%. For perspective, from its Jan. 7 close of $339.55, Piper ...

Group 1 - Intel Corporation has shown an 84% gain, indicating a significant recovery under the leadership of CEO Lip-Bu Tan, following substantial investments from the Trump administration and NVIDIA totaling nearly $14 billion [1][2] - CEO Lip-Bu Tan is recognized for his successful turnaround of Cadence Design Systems, and his leadership at Intel is expected to lead to a positive transformation, although it may take time [2] - The company designs and manufactures processors, chips, memory, and related hardware, while also providing software and AI-enabled platforms, positioning itself in a competitive tech landscape [2] Group 2 - Despite the positive outlook for Intel, there are other AI stocks that may offer greater upside potential and less downside risk, suggesting a cautious approach for investors [3]

Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware companies such as Apple and Dell. ...

Memory is a critical cornerstone of the AI buildout that we are witnessing. It enables AI systems to provide continuous, personalized, and contextually relevant experiences. In the absence of sufficient memory, AI systems would be limited to dealingI am Shubhm Thakkar, an MBA student at the Indian Institute of Management—Indore. I cleared the CFA Level 1 examination that was held in May 2023 and the CFA Level 2 conducted in November 2024. I am also a candidate for the CFA Level 3 examination to be held in F ...

Getty Images Listen below or on the go via Apple Podcasts and Spotify Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. This is an abridged transcript. Memory and storage stocks jumped again on Tuesday. Sandisk (SNDK) surged nearly 28%. Western Digital (WDC) and Seagate Technology (STX) were also up double digits, gaining ...

Core Viewpoint - Micron is projected to have the fastest revenue growth among S&P 500 companies with unreported fiscal years [1] Group 1 - Micron's revenue growth is expected to outpace all other companies in the S&P 500 [1]

Group 1 - Bernstein has raised its price target for Micron Technology (MU) to $330 from $270, with the stock currently trading near $315, reflecting a significant increase in value [1] - Micron's stock has delivered a remarkable 262% return last year and is up over 72% in the past three months, outperforming major AI companies like Nvidia [2][3] - The demand for memory is growing rapidly due to AI, while supply expansion remains constrained, positioning Micron uniquely in the semiconductor market with sustained pricing power [4][6] Group 2 - Analysts are increasingly optimistic about Micron, with several firms raising their price targets, although the potential upside is narrowing [8] - Price targets from various analysts include: Rosenblatt at $500 (+58.7%), BofA Securities at $300 (-4.7%), JPMorgan at $350 (+11.1%), Morgan Stanley at $350 (+11.1%), HSBC at $330 (+4.8%), and KeyBanc at $325 (+3.2%) [9][10]

3 January 2026 | 5:49PM KST Equity Research South Korea Tech: December 2025 export tracker: stronger memory exports growth in 4Q25 According to MOTIE (Ministry of Trade, Industry and Energy) and TRASS (Trade Statistics Service), exports for major tech products we track (memory, OLED, Li-ion batteries, MLCC) showed overall positive trend in December 2025 as exports value for memory (+64% yoy) and MLCC (+11% yoy), and display (+1% yoy) saw positive yoy growth while Li-ion batteries (-21% yoy) exports declined ...

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院移动游戏研究小组发布的《中国移动游戏行业市场前瞻与投资战 略规划分析报告》。 分析近五年来的中国集成电路行业融资事件数(数据截至2025年11月21日)，2021-2022年为行业融资高热 期，均突破1000起融资事件，2023年数量有所回落但总额升至1.15万亿元，2024年数量微降且总额腰斩至 5623.92亿元，2025年数量小幅回升至938起，总额为9110.51亿元。 融资事件汇总 2025年我国集成电路行业的主要融资事件如下： 行业主要上市公司：目前国内集成电路产业的上市公司主要有芯原股份(688521.SH);寒武纪(688256.SH); 概伦电子(688206.SH);北方华创(002371.SZ);中微公司(688012.SH);兆易创新(603986.SH);圣邦微电子 (300661.SZ);华虹集团(688347.SH);中芯国际(688981.SH/00981.HK);长电科技(600584.SH);通富微电 (002156.SZ)等。 本文核心数据：融资事件数;融资总量 1、中国集成电路行业投融资现状 融资事件情况 图表2： ...