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Memory Crunch to Reshape Smartphone Market; Apple Less Exposed
technology23 hours ago

Memory Crunch to Reshape Smartphone Market; Apple Less Exposed

IDC projects a 13% drop in global smartphone shipments in 2026 (about 1.1B) due to a DRAM shortage driven by AI demand for high‑bandwidth memory, pushing prices higher and likely keeping them above 2025 levels even after the crunch. Apple is expected to weather the disruption better than cheaper Androids thanks to stronger margins and premium-device demand, though it will still incur higher memory costs; the market may remain unsettled into mid‑2027 as supply tightness eases.

via MacRumors|
#apple#dram#hbm
Micron's AI Memory Bet: Could It Outpace Nvidia or Intel?
business12 days ago

Micron's AI Memory Bet: Could It Outpace Nvidia or Intel?

Micron Technology is riding an AI‑driven upcycle in high‑bandwidth memory that could last longer than past cycles, fueling debate over whether it will resemble Nvidia or Intel. While competition from Samsung and SK Hynix and memory cycles pose risks, the article argues that sustained AI demand for Micron's HBM could keep the growth alive—potentially making Micron more Nvidia‑like than Intel, at least for now.

via The Motley Fool|
#artificial-intelligence#business#hbm
AI-Fueled Memory Rally: Micron Stock Set to Extend Its Run
business13 days ago

AI-Fueled Memory Rally: Micron Stock Set to Extend Its Run

Micron Technology’s stock is forecast to extend its rally as AI data-center demand drives memory-chip sales (HBM, server DRAM, and DDR5). The company posted FY25 sales of $37.38 billion with earnings strength expected to continue, as FY26/FY27 EPS are revised higher (around $33.22 and $44.95). With a long-running Zacks Rank #1 and shares up more than 40% in 2026 after a sharp rise last year, MU trades near 12x forward earnings, suggesting further upside if AI demand remains durable.

via Zacks Investment Research|
#ai-hardware#business#eps-revisions
Micron's Memory Momentum Could Mirror Nvidia's AI Rally
technology19 days ago

Micron's Memory Momentum Could Mirror Nvidia's AI Rally

As AI workloads intensify, memory chips—especially Micron's high-bandwidth memory—are becoming a key growth driver, with demand outpacing GPUs and a TAM expected to grow from about $35B to $100B by 2028. The piece suggests Micron could follow Nvidia's playbook, trading at a modest forward P/E around 12 and offering upside from a fast-expanding memory market, potentially earning the label of 'new Nvidia' in investors' eyes.

via The Motley Fool|
#ai-chips#hbm#memory
Micron Quietly Becomes AI's Memory Backbone
technology1 month ago

Micron Quietly Becomes AI's Memory Backbone

Micron Technology is emerging as a cornerstone of the AI boom by supplying DRAM and high-bandwidth memory (HBM) that power AI GPUs; with demand outstripping supply, Micron has booked its entire 2026 HBM output, and is expanding U.S. capacity with Virginia upgrades and new fabs in Idaho and New York, plus a $1.8B LOI to acquire a Taiwanese fabrication site, supported by a modest valuation around 5.5x forward sales and 11x forward earnings.

via The Motley Fool|
#ai-semiconductor-supply#dram#hbm
"Analysts Predict AI-Driven Growth for Micron Ahead of Earnings Report"
technology1 year ago

"Analysts Predict AI-Driven Growth for Micron Ahead of Earnings Report"

Micron Technology CEO Sanjay Mehrotra sees the company well-positioned to benefit from the growth of AI, with analysts raising stock price targets ahead of the company's earnings release. The company's mass production of high-bandwidth-memory (HBM) chips for Nvidia's AI GPUs is expected to generate significant revenue, while also addressing environmental concerns by improving performance and reducing power consumption. Analysts anticipate Micron's increased market share in the HBM market, with price targets raised to reflect the company's potential growth and success in the AI sector.

via Yahoo Finance|
#ai#analysts#hbm