Key Takeaways Micron Technology's NAND revenues jumped 169% YoY and 82% sequentially to $5B in fiscal Q2 2026.MU's growth was driven by strong data center SSD demand, with prices rising in the high-70% range.Micron Technology benefits from HDD shortages, tight supply and rising AI-driven SSD adoption.Micron Technology, Inc. (MU) is seeing strong momentum in its NAND business, largely driven by robust demand for its solid-state drive (SSD) solutions. This growth momentum is largely driven by rising data cent ...

Key Takeaways LRCX expects advanced packaging revenues to grow more than 40% in fiscal 2026.LRCX benefits from HBM4 demand, with up to 16-layer stacking driving electroplating and TSV etch needs.LRCX sees Advanced packaging is becoming a larger spending area in memory, foundry and logic.Lam Research (LRCX) is witnessing strong growth in its advanced packaging business, which is being driven by the need to build more complex chips on the back of strong AI demand. As chipmakers look to improve performance and ...

The Magnificent Seven technology stocks soared in recent years, leading gains in the S&P 500 -- many of them play a major role in artificial intelligence (AI), a technology that has sparked investors' interest. AI has the potential to revamp the way companies operate, and this could lead to cost savings, growth, and innovation.These gains pushed valuations of the Magnificent Seven higher, but over the past few weeks, the market has shifted. Concerns about general economic growth, as well as the rapid pace o ...

重要提示：本材料不构成淡水泉任何形式的要约、承诺或其他法律文件，亦非任何投资、法律或财务等方面的专业建议。过往业绩 不预示未来表现。投资须谨慎。 今年3月，全球科技产业迎来两场重量级盛会：在加州圣何塞举行的被称为"AI领域超级碗"的英伟达 GTC大会，以及在洛杉矶举办的全球光通讯行业OFC大会。这两个会议传递哪些行业趋势？又将如何影 响AI产业的发展？ 01 AI算力：从"训练"到"推理"的转向 2022年以来，在生成式AI爆发初期，大模型的演进主要聚焦于"训练"阶段，即让大模型"学会知识"。而 随着模型训练日趋完善并逐步投入应用，2025年以来，算力负荷的重心开始向"推理"转移，即让训练好 的模型"运用知识"更好的生成内容。 来源： NVIDIA GTC 2026。 这一转向直接重构了算力硬件的需求逻辑与优化方向。训练阶段侧重"算力+通信全方位堆叠"，以突破 模型性能上限，推理阶段则追求"效率提升带来用量和性价比提升"，核心瓶颈转向通信效率与存储适 配，这也推动算力硬件从"更依赖算力"向"更依赖通信和存储"升级 。 存储配套 来源： NVIDIA GTC 2026。 架构优化 架构优化主要集中在两个方面：一 ...

Instead of chasing momentum, the company is locking in supply. • SanDisk stock is showing notable weakness. What’s weighing on SNDK shares?And notably, it's doing that with Taiwan-based Nanya Technology — not Micron Technology, Inc. (NASDAQ:MU) , the only major American DRAM player.The Real Bottleneck Isn't ChipsThe AI boom has already made one thing clear: compute is scarce.But the next constraint is emerging fast — memory.The exploding demand for AI infrastructure is consuming massive amounts of DRAM and ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Citi Research IT Hardware & Electronic Manufacturing Services March 24, 2026 2Q26 IT Hardware Marketing Packet: Constructive on Components With Optical and NAND Gathering Momentum in AI; OEMs Navigating Memory Headwinds 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 更多一手调研纪要和海外投行研报数据加V：shuimu2026 Asiya Merchant, CFAAC Director asiya.merchant@citi.com +1- 415-951-1752 This ...

26 March 2026 | 12:26AM KST Equity Research SK Hynix Inc. (000660.KS): Key takeaways from the Annual General Shareholders' meeting; Buy On March 25, 2026, SK Hynix (Hynix) held its 78th Annual General Meeting of Shareholders, where we highlight the key takeaways including financial stability target, U.S. ADR, Kioxia investments, long-term agreements, future investments, and shareholder returns. Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors ...

Micron Technology, Inc. (NASDAQ:MU) shares experienced a sharp surge as the stock’s momentum score jumped from 24.18 to 50.9 on a week-over-week basis.AI Memory Shortages Drive Revenue SurgeMicron reported second-quarter revenue of $23.86 billion, surpassing analyst estimates of $19.94 billion, and adjusted earnings of $12.20 per share, versus the projected $9.21. CEO Sanjay Mehrotra said, "We are only able to supply, for our key customers in the midterm, about 50% to two-thirds of their requirements."Mehro ...

If you're looking to play the memory supercycle before it peaks, two of the best stocks to invest in are Micron Technology (MU 3.34%) and Sandisk (SNDK 3.69%). Let's look at what each of these AI stocks has to offer and why a small investment, like $1,000 in each, could make sense. 1. MicronMicron is one of the three big producers of DRAM (dynamic random-access memory), along with Korean companies SK Hynix and Samsung. About 80% of its revenue comes from DRAM, and the rest from NAND (flash) memory. The DRAM ...

Micron Technology, Inc. (NASDAQ:MU) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. A caller expressed interest in adding to their position in the stock following the company’s latest quarterly earnings report and asked whether it still has “room to grow.” Cramer commented: Okay, so Micron is digesting that huge move. That’s what happens after you have just a gigantic increase in value to the company that is almost $500 billion. I think you have to let it churn ...