MarketPulse

HBM memory

6 articles
BenzingaBenzinga··Erica Kollmann

Micron Posts Record Margins on AI Boom; Analysts Hoist Price Targets Amid Supply Crunch

Micron posts record Q2 margins on AI-driven HBM demand, locks in multi-year customer deals. Analysts raise targets; supply seen tight through 2026.
MUsupply constraintsAI demand
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Micron Completes Taiwan Acquisition, Doubles Down on AI Chip Manufacturing Capacity

Micron finalized purchase of PSMC's Taiwan facility, gaining 300,000 sq ft cleanroom for AI-focused DRAM and HBM production with shipments expected by fiscal 2028.
MUAI demandsemiconductor manufacturing
The Motley FoolThe Motley Fool··Geoffrey Seiler

AI Infrastructure Boom Lifts Semiconductor Giants as $700B Spending Surge Accelerates

Semiconductor leaders Nvidia, AMD, Broadcom, Micron, and TSMC positioned to benefit from $700B AI data center spending wave through 2026.
NVDAAMDMUTSMAVGOAI chipssemiconductor stocks
The Motley FoolThe Motley Fool··Geoffrey Seiler

AI Hardware Makers Offer Safer Bets Than Prediction Markets

Nvidia, AMD, and Micron offer stronger investment fundamentals than prediction markets for AI exposure through established hardware demand and competitive advantages.
NVDAAMDMUprediction marketsdata center
Investing.comInvesting.com··Itai Smidt

Micron's HBM Windfall Sets Stage for Historic Earnings Rerating

Micron's sold-out 2026 HBM supply and early HBM4 production support $33 EPS projections, but DRAM inventory risks could derail the rerating narrative.
MUearnings growthAI data centers
Investing.comInvesting.com··Khasay Hashimov

Two AI Infrastructure Giants in Focus as Tech Sector Faces Macro Headwinds

NVIDIA and Micron emerge as key AI infrastructure plays amid sector pullbacks, with Micron's earnings report and macro data driving volatility this week.
NVDAMUsemiconductor stocksAI infrastructure