Micron Technology (MU): The AI Memory Boom Reaches a New Dimension!
The Micron story is fueled by an unprecedented supply shortage in memory chips, which will drive contract prices higher over several quarters!
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The fundamental dynamics currently being experienced with Micron Technology are very rare. The recent surge in the stock price by 175% this year is not a speculative bubble but reflects the massive shortage of DRAM and HBM memory modules. Data from Needham underscores my assessment: a spot market price increase of 162% within a single quarter is a clear signal. In particular, the demand for High-Bandwidth Memory (HBM) for AI servers, significantly driven by NVIDIA systems, is pushing margins at Micron to record highs. Therefore, I see substantial...
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