Micron Technology in the Memory Supercycle: Full Speed Ahead
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HBM as a Growth Driver: Micron is practically sold out until the end of 2025 and aims to achieve a 20-25% market share in the future market for High Bandwidth Memory - a key to the AI revolution. Strong Numbers & Attractive Valuation: Record revenues, rising margins, and a P/E ratio of 12 for 2026 make the US stock attractive to long-term investors despite risks from China. Growing Dominance in AI-Driven Storage Segments Micron is benefitting significantly from the exploding demand for storage solutions for AI and data centers. Particularly...
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