Pivotal Point Tracking Micron Technology (MU): Beneficiary of the AI Infrastructure Boom and the Edge AI Wave - Record Results through Dominance in HBM3E Memory!
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The semiconductor specialist Micron delivers essential memory solutions for the AI revolution. On December 18, 2025, strong quarterly results triggered a Pivotal Point as the company significantly exceeded earnings per share expectations. Micron produces DRAM and NAND chips, which are used in data centers, smartphones, and PCs. Particularly lucrative is the High Bandwidth Memory (HBM), which sits right next to AI accelerators from Nvidia. With capacities for 2026 already largely sold out, Micron has significant pricing power and benefits from historically...
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