Micron Technology, Inc. (MU)
Micron to invest $24 billion in Singapore plant as AI boom strains global memory supply
Micron plans a $24 billion expansion in Singapore to boost NAND supply amid global memory shortages. AI-driven demand is straining memory markets as chipmakers prioritize high-bandwidth memory.
Exclusive: Micron to announce memory chip manufacturing investment in Singapore, sources say
U.S. memory chip maker Micron Technology is set to announce new memory chip manufacturing capacity investment in Singapore, three people briefed on the matter said, expanding production in response to an acute global memory shortage.
What's Happening With Micron Stock?
Micron Technology (MU) – a designer and producer of memory and storage solutions – experienced a 6-day winning streak, amassing total gains of 20% during this timeframe. The company's market capitalization has risen by approximately $75 billion over these 6 days, and now totals $450 billion.
Micron Technology Stock Slips on Nvidia-Samsung Supply Deal
Micron Technology (NASDAQ:MU) shares are down 2.3% to trade at $390.36 at last glance, following news that Samsung is preparing to supply Nvidia (NVDA) with next-generation HBM4memory chips as early as next month.
Brokers Suggest Investing in Micron (MU): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Samsung to Win Memory-Chip Deal with Nvidia, Report Says. What It Means for Micron.
Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.
Why This AI Stock Could Be the Biggest Surprise of 2026
Micron's high-bandwidth memory is fully booked through 2026. The stock is up over 260% in the past year.
The Most Undervalued Chip Stock to Own in 2026
Leading memory supplier Micron Technology trades at a much lower price-to-earnings ratio than other chip stocks. The insatiable demand for AI chips is spilling over to Micron's memory products.
Micron: This Party Is Just Getting Started
Micron Technology, Inc. delivered extraordinary Q1 results, with 57% revenue growth and 167% YoY EPS expansion, driven by surging AI-related memory demand. DRAM led growth at 69%, and company-wide margin expansion was off the charts, with gross margin up 17.3 percentage points and operating margin up 19.5 percentage points. MU's Q2 guidance implies further acceleration: 132% YoY revenue growth, 68% gross margin, and 440% YoY EPS growth at the midpoint.
Micron's business is so hot that profits could quadruple in just two years, says this analyst
Memory chips have emerged as a key bottleneck to the artificial-intelligence buildout, and Micron Technology can keep cashing in on soaring prices for at least the next two years, according to an analyst.
Micron Technology: Structural Demand Is Replacing Cyclical Volatility
Micron Technology is rated Strong Buy, benefiting from structural AI-driven memory demand and moving beyond historical cyclicality. MU's rapid HBM market share gains, technical leadership, and exit from consumer RAM reinforce its positioning in high-margin, AI-centric segments. Q3 2025 revenue surged 57% YoY to $13.6B, with net income margins expanding nearly 8x since Q1 2024, yet room remains for further margin growth.
Micron: Are We At The Peak Of The Supercycle? Not Even Close
Micron Technology, Inc. remains a compelling AI-driven growth story, with a Buy rating despite recent outperformance and a preference to add on pullbacks. MU's Q1 '26 sales surged 56%, and gross margin expanded from 38.5% to over 56%, driven by soaring ASPs amid persistent supply bottlenecks. Forward P/E remains attractive at just over 11x, with EPS projected to reach $33 in 2026 and $41.50 in 2027, supporting a $430 fair value target.
