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from24/7 Wall St.
1 week ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Tech industry
fromComputerworld
1 month ago

Chip wafer shortage will run through 2030 as AI demand overwhelms supply: SK Hynix chief

Semiconductor memory supply will remain constrained until 2030 due to AI infrastructure demand, with wafer deficits exceeding 20% and rising prices expected for years.
from24/7 Wall St.
4 months ago

Did Micron's Blowout Quarter Just Smash AI Bubble Worries?

Micron's performance set several company records. Revenue of $13.64 billion, up 57% year-over-year from $8.71 billion, was a record high, while adjusted earnings reached $4.78 per share, substantially exceeding analyst estimates of $3.95 per share. CEO Sanjay Mehrotra noted that AI demand acceleration fueled its results, with the company fully selling out its 2026 HBM supply, including advanced HBM4 nodes.
Tech industry
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