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Micron’s AI Memory Bet: Can MU Join the Trillion-Dollar Chip Club?
business1 month ago

Micron’s AI Memory Bet: Can MU Join the Trillion-Dollar Chip Club?

Five-star investor Adam Spatacco argues Micron (MU) could join Nvidia, TSMC and AVGO in the trillion-dollar AI-chip club by capitalizing on memory demand for AI servers; Micron supplies high-bandwidth memory (DRAM and NAND) and hyperscalers are scrambling for memory as AI models expand beyond chat tools. With DRAM and NAND prices rising, MU posted solid Q1 2026 revenue and margins, and the total market for high-bandwidth memory could reach $100 billion by 2028. MU trades at a forward P/E near 12 versus peers 30–60, implying upside if it re-rates toward peers, potentially hitting $1 trillion. Street consensus is Strong Buy with a target around $374, but risks include memory-price volatility and competition.

via TipRanks|
#ai-memory#business#dram
Samsung Eyes AI Memory Edge as Nvidia Supply Tightens
market-news1 month ago

Samsung Eyes AI Memory Edge as Nvidia Supply Tightens

Samsung plans to start producing its next-generation HBM4 memory chips for Nvidia as early as next month, a move that could ease memory constraints for Nvidia’s AI processors and support its Vera Rubin line. Samsung’s stock rose about 2% on the Reuters report, as the company aims to narrow the gap with SK Hynix in AI memory; HBM4 qualification tests reportedly passed for Nvidia and AMD, with shipments to Nvidia possibly beginning next month.

via TipRanks|
#ai-memory#chip-supply#hbm4
Micron's AI-Memory Boom Could Extend, Says Top Investor
market-news1 month ago

Micron's AI-Memory Boom Could Extend, Says Top Investor

Despite a roughly 200% six-month stock surge and a record Q1 2026 revenue of $13.6 billion, top TipRanks investor PropNotes says Micron is still in a historic growth phase driven by AI-memory demand. He points to margins expanding from 25% to 45% year over year and argues AI workloads will keep memory-chip demand high, suggesting further upside over the next two years even as some analysts worry about memory pricing. MU now has a Strong Buy consensus (25 Buys, 1 Hold) with a 12-month target near $363.77, and even with insider selling by MU’s CEO, the long-run thesis remains intact.

via TipRanks|
#ai-memory#buy-rating#margins
19-Year-Old's AI Memory Startup Gains Google Executive Support
technology4 months ago

19-Year-Old's AI Memory Startup Gains Google Executive Support

A 19-year-old entrepreneur, Dhravya Shah, has developed Supermemory, an AI memory API that enhances long-term context understanding by extracting insights from unstructured data. The startup, backed by $2.6 million in seed funding from notable investors, aims to serve various AI applications by providing a high-performance, low-latency memory layer, positioning itself as a versatile tool in the evolving AI landscape.

via TechCrunch|
#ai-memory#dhravya-shah#startup-funding