Headquartered in Boise, ID Fiscal year ends August NASDAQ: MU micron.com
Micron Technology, Inc. (Nasdaq: MU) is a global semiconductor company specializing in memory and storage solutions, including DRAM, NAND, and NOR flash products. The company serves diverse end markets through four business units: Cloud Memory, Core Data Center, Mobile and Client, and Automotive and Embedded. Micron's products power AI and compute-intensive applications spanning cloud infrastructure, data centers, mobile devices, PCs, automotive systems, and industrial/IoT applications. The company's portfolio includes DDR5 RDIMMs, LPDDR5X and LPDDR6 modules, high-performance PCIe Gen 5 and Gen 6 SSDs, and high-bandwidth memory solutions. Micron is a vertically integrated manufacturer with significant investments in advanced process technologies including its 1-gamma node, and has established Strategic Customer Agreements to secure long-term demand visibility, particularly for AI-driven workloads. Updated
Custom HBM base dies moving to a 3nm logic node means TSMC captures content inside every memory stack Nvidia buys, and Samsung's internal foundry review is the swing factor for who makes it.
Samsung will reportedly use TSMC’s $TSM 3nm node for base dies for Nvidia’s $NVDA next-gen custom NVHBM chips, though Samsung is also said to be evaluating if its internal foundry could handle manufacturing. $MU
A single day of lost DRAM output lands at the worst possible moment for a memory market already running short, and a bonus fight settled with cash raises labor costs well beyond one shift.
BREAKING: Micron's Taiwan workers will launch a one-day strike amid a dispute over employee bonuses and profit-sharing
MUheating up fast
Reddit traders are piling into individual chip names while turning cautious on the broad market, with Nvidia bullish on 645 comments and Micron heating up fast right behind it. The same crowd is souring on the S&P 500 tracker and the semiconductor ETF.
Source: RedditCramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.
Micron leads today's payouts with $169.7 million going out to shareholders on October 29. InterDigital and Calamos pay out behind it.
Everyone post their bags, quickly.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.
Retail boards are leaning bearish on the index itself and on Nvidia even as megacap tech dominates the conversation, with Alphabet pulling 1,416 comments. Meta chatter is heating up while Micron talk sours fast.
Source: RedditThe call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.
It was me, I bought SNDK
CXMT's DRAM share went from 4% to 10% of the global market in a year, and its 4F2 DDR5 server module target lands two years ahead of Samsung's. Memory bulls betting on disciplined supply need to price in a Chinese entrant that may not play by those rules.
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
Micron turned a $1,000 investment into tens of thousands of dollars over a decade, but a brutal month-long selloff raises the question every long-term holder now faces: AI-fueled momentum or the beginning…
SK hynix has already sold out its AI memory capacity while Micron scrambles to lock buyers into long-term contracts, and the distance between those two positions could decide which stock survives the…
NVIDIA, Micron, and SanDisk have already crushed the market in 2026, but analysts keep raising their targets anyway. Here is whether the valuation math actually supports another massive leg higher before 2027…
Anthropic's surprise IPO filing lit a fire under Seoul chip stocks, sending SK hynix surging as foreign investors piled in. Whether that momentum survives earnings on October 28 depends on one unconfirmed…
Seagate stock shed 30% in a single month even as revenue surged 48% and contracts locked in demand through 2028, leaving investors to decide whether the selloff is a warning or the…
TSMC, Marvell, and Micron all took hits this week, yet every management team says demand is still outrunning supply. Here is what each company needs to hit its boldest 2027 price target.
Counterpoint Research sees humanoid robot memory demand exploding this decade, but Elon Musk just cut memory on his own robot chips to hit production targets, and Micron investors are left wondering whether…
A Bank of America note arguing that memory customers are now locking in supply for years at a time is lifting chip and storage stocks together, and the group is beating the…
SanDisk just posted a record fiscal year yet sits nearly 50% below its 52-week high after a brutal month-long selloff. Whether that gap represents a rare opportunity or a warning sign depends…
Micron just posted revenue growth that left Wall Street analysts scrambling to revise their targets upward, but the real story is what five years of AI memory dominance could do to a…
SMH has handed long-term holders a staggering price run, yet the fund's annual payout tells a quietly unsettling story that most investors overlook when the share price keeps climbing.
AI servers are quietly driving up the cost of every laptop on the shelf, and the companies caught in the middle face a choice between shrinking margins and shrinking sales. How each…
SanDisk has shed a third of its value in a month even as its business posts record numbers and locks in nearly $94 billion in signed customer contracts. One top analyst sees…
SK Hynix just pulled the plug on a high-profile U.S. IPO for its Solidigm unit, and instead of punishing the stock, investors cheered. Here is what the scrapped listing reveals about the…
Selling in memory and storage stocks is running well ahead of the broader tech pullback, and a name with one of the year’s biggest gains is absorbing the worst of it. SanDisk…
Micron Technology, Inc. (Nasdaq: MU) is a global semiconductor company specializing in memory and storage solutions, including DRAM, NAND, and NOR flash products. The company serves diverse end markets through four business units: Cloud Memory, Core Data Center, Mobile and Client, and Automotive and Embedded.
24/7 Wall St.'s 12-month price target for MU is $1,001.03, rated Buy. The Wall Street consensus target is $1,561.91. MU price prediction →
