Micron: The AI Memory Boom Has Staying Power (For Now)

2026-02-27 08:14:45 ET

Since our last review of Micron Technology ( MU ) ( MU:CA ) ( ZMIC:CA ) about a year ago, the company has experienced an extraordinary upward trend, rising 294%. This is largely attributable to sharply rising spot prices for DRAM and NAND, as supply is under pressure from hyperscalers and LLM providers locking in their demand for production-intensive HBM with long lead times, and OpenAI reportedly securing up to 40% of global DRAM supplies for the coming years....

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