AI Memory Giant Micron Technology: Unstoppable Rally with P/E27e of Only 5
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Sold-Out Future: The entire HBM4 capacity for the calendar year 2026 is already fully allocated to major customers such as Nvidia – a clear signal of overwhelming demand dominance. Margin Explosion: Thanks to the shift from standard DRAM to high-margin AI memory solutions (HBM3E), Micron was able to boost its gross margins to an impressive 75% in the last quarter. Growth Engine AI Infrastructure: The massive expansion of data centers and Nvidia's Blackwell platform is driving the demand for LPDDR5X and HBM memory to unprecedented levels....
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