Billion-dollar deal signals confidence in ongoing AI memory supercycle!
The 1.8 billion USD deal underscores Micron's conviction that the AI-driven memory boom will continue for years – a structural growth story with margin potential!
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I view Micron's planned acquisition of a Taiwanese 300mm semiconductor plant for 1.8 billion USD as a strategically smart move in a fundamentally changing market environment. The timing seems ideal to me: according to Counterpoint Research, memory prices exploded by a staggering 50% in the fourth quarter, and the supply gap between AI-driven demand and available production capacity is expected to widen further in 2026. What I find particularly notable is the insider signal from board member Mark Liu, who purchased Micron shares for 7.8 million...
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