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- V yV y
  ·05-26
  MU already price in 2027
  Storage capacity simply can't keep up! Micron warns: Stock shortages will continue until after 2026
  美光在摩根大通科技峰会上表示，受AI强劲需求驱动，HBM、DRAM及NAND的供应紧张局面预计将持续至2026年以后。供应扩张面临性能提升收窄、晶粒尺寸增大及EUV爬坡制约等结构性瓶颈，即便厂商全力推进产能建设，短期内仍难以填补AI带来的供给缺口。
  Storage capacity simply can't keep up! Micron warns: Stock shortages will continue until after 2026
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- V yV y
  ·05-18
  No Sense! Just help someone to get lower price to buy in
  Salesforce reinstated with an Underperform at BofA amid structural reset
  As previously reported, BofA analyst Tal Liani reinstated coverage of Salesforce (CRM) with an Underperform rating and $160 price target Salesforce...
  Salesforce reinstated with an Underperform at BofA amid structural reset
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y","avatar":"https://community-static.tradeup.com/news/e9262203e5c721f64c6375096716462d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573446332679706","idStr":"3573446332679706"},"themes":[],"title":"","htmlText":"MU already price in 2027","listText":"MU already price in 2027","text":"MU already price in 2027","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568153710867456","repostId":"2638553272","repostType":2,"repost":{"id":"2638553272","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1779717030,"share":"https://ttm.financial/m/news/2638553272?lang=en_US&edition=fundamental","pubTime":"2026-05-25 21:50","market":"hk","language":"zh","title":"Storage capacity simply can't keep up! Micron warns: Stock shortages will continue until after 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2638553272","media":"华尔街见闻","summary":"美光在摩根大通科技峰会上表示，受AI强劲需求驱动，HBM、DRAM及NAND的供应紧张局面预计将持续至2026年以后。供应扩张面临性能提升收窄、晶粒尺寸增大及EUV爬坡制约等结构性瓶颈，即便厂商全力推进产能建设，短期内仍难以填补AI带来的供给缺口。","content":"<p><html><head></head><body><p style=\"text-align: left;\"><span style=\"color: rgb(34, 34, 34); background-color: rgb(255, 255, 255);\">At the JPMorgan Technology Summit, Micron stated that the supply shortage of HBM, DRAM, and NAND is expected to continue beyond 2026, driven by strong demand for AI. Supply expansion faces structural bottlenecks such as narrowing performance improvements, increasing grain size, and constraints on EUV ramp-up. Even if manufacturers make every effort to build production capacity, it will still be difficult to fill the supply gap brought about by AI in the short term.</span></p><p><p style=\"text-align: left;\">The AI computing power arms race is pushing the global memory chip market into a multi-year supply shortage.</p><p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(Micron Technology) Management<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It was stated at the annual technology summit that<strong>The supply shortage of HBM, DRAM, and NAND memory chips is expected to extend far beyond 2026, with core drivers...<a href=\"https://laohu8.com/S/600405\">power source</a>There is strong demand for high-performance storage from artificial intelligence applications, while the supply side is constrained by technological bottlenecks that make it difficult to expand production rapidly.</strong></p><p><p style=\"text-align: left;\">JPMorgan Chase cited the above views in a subsequent investment report, stating that after listening to Micron's management statement, the bank had greater confidence in the multi-year bull market logic of the AI storage market. The supply-demand gap is unlikely to reverse in the short term, which sends a clear signal to investors in the storage industry.</p><p><h2 style=\"text-align: left;\">Supply expansion faces structural constraints</h2><p style=\"text-align: left;\">According to a JPMorgan report,<strong>Micron points out that the tight supply in the storage market has structural characteristics and is not simply a production cycle issue.</strong></p><p><p style=\"text-align: left;\">Specifically, the limited supply growth mainly comes from two aspects: On the one hand, the performance improvement of the new generation of memory chips is gradually narrowing, which means that the space for expanding effective supply solely through technological iteration has been significantly compressed.</p><p><p style=\"text-align: left;\">On the other hand, the grain size of the new generation of HBM chips continues to increase, leading to a decrease in the number of chips produced per wafer and further weakening supply elasticity. In addition, while the introduction of extreme ultraviolet (EUV) lithography technology helps improve the manufacturing accuracy of advanced process DRAM, it also creates new constraints in terms of capacity ramp-up speed and cost.</p><p><p style=\"text-align: left;\">With the above factors combined,<strong>Even if storage manufacturers actively expand production, it will still be difficult to quickly fill the supply gap caused by AI demand in the short term.</strong></p><p><h2 style=\"text-align: left;\">HBM4 mass production accelerates, with 1-gamma node becoming the highest production node in history.</h2><p style=\"text-align: left;\">Micron disclosed several key pieces of information regarding product progress.</p><p><p style=\"text-align: left;\">Micron's management stated that, driven by strong demand for AI applications,<strong>The company's 1-gamma process node is expected to become its highest-yielding DRAM node per wafer ever.</strong>。 HBM memory chips are made by vertically stacking and packaging multiple DRAM modules and are widely used in AI GPUs. Micron is continuously integrating EUV lithography processes into the mass production process of 1-gamma nodes.</p><p><p style=\"text-align: left;\">In terms of the pace of HBM product iteration,<strong>Micron revealed that the mass production ramp-up speed of the HBM4 is twice that of the HBM3. The mass production ramp-up of the next-generation HBM4E product is expected to begin in 2027.</strong>The first batch of samples will use DRAM modules manufactured based on 1-gamma nodes.</p><p><h2 style=\"text-align: left;\">Expanding demand for AI inference is driving up SSD market share.</h2><p style=\"text-align: left;\">In addition to HBM and DRAM, Micron also pointed out that the evolution of AI workloads is creating new growth opportunities for its solid-state drive (SSD) business.</p><p><p style=\"text-align: left;\">Micron's management stated that<strong>The continued expansion of the AI context window and the rapid growth of inference workloads have driven the demand for large-capacity, high-performance storage, enabling the company to increase its share in the SSD market.</strong></p><p><p style=\"text-align: left;\">It is worth noting that Micron emphasizes that its strategy is not to provide standardized off-the-shelf products, but to collaborate deeply with customers to customize storage solutions for specific application scenarios. This model helps to consolidate customer loyalty and increase product premium margins.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Storage capacity simply can't keep up! Micron warns: Stock shortages will continue until after 2026</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStorage capacity simply can't keep up! Micron warns: Stock shortages will continue until after 2026\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-25 21:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\"><span style=\"color: rgb(34, 34, 34); background-color: rgb(255, 255, 255);\">At the JPMorgan Technology Summit, Micron stated that the supply shortage of HBM, DRAM, and NAND is expected to continue beyond 2026, driven by strong demand for AI. Supply expansion faces structural bottlenecks such as narrowing performance improvements, increasing grain size, and constraints on EUV ramp-up. Even if manufacturers make every effort to build production capacity, it will still be difficult to fill the supply gap brought about by AI in the short term.</span></p><p><p style=\"text-align: left;\">The AI computing power arms race is pushing the global memory chip market into a multi-year supply shortage.</p><p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(Micron Technology) Management<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It was stated at the annual technology summit that<strong>The supply shortage of HBM, DRAM, and NAND memory chips is expected to extend far beyond 2026, with core drivers...<a href=\"https://laohu8.com/S/600405\">power source</a>There is strong demand for high-performance storage from artificial intelligence applications, while the supply side is constrained by technological bottlenecks that make it difficult to expand production rapidly.</strong></p><p><p style=\"text-align: left;\">JPMorgan Chase cited the above views in a subsequent investment report, stating that after listening to Micron's management statement, the bank had greater confidence in the multi-year bull market logic of the AI storage market. The supply-demand gap is unlikely to reverse in the short term, which sends a clear signal to investors in the storage industry.</p><p><h2 style=\"text-align: left;\">Supply expansion faces structural constraints</h2><p style=\"text-align: left;\">According to a JPMorgan report,<strong>Micron points out that the tight supply in the storage market has structural characteristics and is not simply a production cycle issue.</strong></p><p><p style=\"text-align: left;\">Specifically, the limited supply growth mainly comes from two aspects: On the one hand, the performance improvement of the new generation of memory chips is gradually narrowing, which means that the space for expanding effective supply solely through technological iteration has been significantly compressed.</p><p><p style=\"text-align: left;\">On the other hand, the grain size of the new generation of HBM chips continues to increase, leading to a decrease in the number of chips produced per wafer and further weakening supply elasticity. In addition, while the introduction of extreme ultraviolet (EUV) lithography technology helps improve the manufacturing accuracy of advanced process DRAM, it also creates new constraints in terms of capacity ramp-up speed and cost.</p><p><p style=\"text-align: left;\">With the above factors combined,<strong>Even if storage manufacturers actively expand production, it will still be difficult to quickly fill the supply gap caused by AI demand in the short term.</strong></p><p><h2 style=\"text-align: left;\">HBM4 mass production accelerates, with 1-gamma node becoming the highest production node in history.</h2><p style=\"text-align: left;\">Micron disclosed several key pieces of information regarding product progress.</p><p><p style=\"text-align: left;\">Micron's management stated that, driven by strong demand for AI applications,<strong>The company's 1-gamma process node is expected to become its highest-yielding DRAM node per wafer ever.</strong>。 HBM memory chips are made by vertically stacking and packaging multiple DRAM modules and are widely used in AI GPUs. Micron is continuously integrating EUV lithography processes into the mass production process of 1-gamma nodes.</p><p><p style=\"text-align: left;\">In terms of the pace of HBM product iteration,<strong>Micron revealed that the mass production ramp-up speed of the HBM4 is twice that of the HBM3. The mass production ramp-up of the next-generation HBM4E product is expected to begin in 2027.</strong>The first batch of samples will use DRAM modules manufactured based on 1-gamma nodes.</p><p><h2 style=\"text-align: left;\">Expanding demand for AI inference is driving up SSD market share.</h2><p style=\"text-align: left;\">In addition to HBM and DRAM, Micron also pointed out that the evolution of AI workloads is creating new growth opportunities for its solid-state drive (SSD) business.</p><p><p style=\"text-align: left;\">Micron's management stated that<strong>The continued expansion of the AI context window and the rapid growth of inference workloads have driven the demand for large-capacity, high-performance storage, enabling the company to increase its share in the SSD market.</strong></p><p><p style=\"text-align: left;\">It is worth noting that Micron emphasizes that its strategy is not to provide standardized off-the-shelf products, but to collaborate deeply with customers to customize storage solutions for specific application scenarios. This model helps to consolidate customer loyalty and increase product premium margins.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","MU":"美光科技","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Just help someone to get lower price to buy in&nbsp;","listText":"No Sense! Just help someone to get lower price to buy in&nbsp;","text":"No Sense! Just help someone to get lower price to buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565525500322568","repostId":"2636024760","repostType":2,"repost":{"id":"2636024760","kind":"highlight","pubTimestamp":1779099628,"share":"https://ttm.financial/m/news/2636024760?lang=en_US&edition=fundamental","pubTime":"2026-05-18 18:20","market":"fut","language":"en","title":"Salesforce reinstated with an Underperform at BofA amid structural reset","url":"https://stock-news.laohu8.com/highlight/detail?id=2636024760","media":"TIPRANKS","summary":"As previously reported, BofA analyst Tal Liani reinstated coverage of Salesforce (CRM) with an Underperform rating and $160 price target Salesforce...","content":"<div>\n<p>As previously reported, BofA analyst Tal Liani reinstated coverage of Salesforce (CRM) with an Underperform rating and $160 price target Salesforce...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/salesforce-reinstated-with-an-underperform-at-bofa-amid-structural-reset-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Salesforce reinstated with an Underperform at BofA amid structural reset</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSalesforce reinstated with an Underperform at BofA amid structural reset\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-18 18:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/the-fly/salesforce-reinstated-with-an-underperform-at-bofa-amid-structural-reset-thefly-news?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As previously reported, BofA analyst Tal Liani reinstated coverage of Salesforce (CRM) with an Underperform rating and $160 price target Salesforce...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/salesforce-reinstated-with-an-underperform-at-bofa-amid-structural-reset-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0048573561.USD":"FIDELITY 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