daz999999999
10-20 20:13
$Micron Technology(MU)$  


Micron Technology, Inc. is re-rated as a Buy, supported by strong revenue visibility, pricing power, and robust demand through FY30.

CXMT’s technological advancements pose a long-term threat, but meaningful competitive impact on MU is unlikely before 2028.

MU’s HBM segment is narrowing its margin gap with conventional DRAM, with higher selling prices and strong demand driving margin expansion in FY27.

With a $150B backlog and 35%+ revenue covered through 2030, MU’s risk-reward profile remains attractive despite competitive and supply risks.



Micron Tech Webinar Opens; Can Memory Rebound Last?
Micron rose 2.97%, SanDisk 5.53%, and SK Hynix 4.67% as memory stocks rebounded ahead of Micron’s Oct. 21 technology webinar. The company will discuss DRAM, HBM, NAND, and next-generation AI infrastructure needs. Bulls expect stronger roadmaps and customer collaboration to support AI memory demand; bears warn that one event may not offset cyclical supply pressure. Should investors track Micron’s HBM, SanDisk’s NAND, or SK Hynix’s momentum?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment