#micron-outlook

#micron-outlook

Motorola has enacted price increases of up to 50 percent on the rest of its 2026 Moto G lineup, indicating a shift in pricing strategy for budget smartphones.

With shares going for more than 38.0 times trailing price-to-earnings (P/E), I'm personally in no rush to chase the stock, especially with quarterly earnings just under a week away. That said, some big-name analysts have been bold enough to stay in the bull camp. And that's despite the hot, seemingly overheated run, the relatively stretched multiple, and uncertainties clouding the future of AI.

The gold rush across the high-end processor market might help Apple's processor manufacturing partner, TSMC, drive harder bargains than in the past. That's because Apple's huge appetite for processors is being met by fast-growing demand for chips for servers. As a result, the cost of the chips used inside Macs, iPads, and iPhones will likely increase, putting even more inflationary pressure on Cupertino's bottom line.

Since the start of 2026, Tesla Inc., Apple Inc. and a dozen other major corporations have signaled that the shortage of DRAM, or dynamic random access memory - the fundamental building block of almost all technology - will constrain production. Cook warned it will compress iPhone margins. Micron Technology Inc. called the bottleneck "unprecedented." Musk got to the intractable nature o f the problem when he declared Tesla is going to have to build its own memory fabrication plant.

Micron's version of events says it's signed a letter of intent to acquire Powerchip's entire P5 site in Tongluo, Taiwan, for total cash consideration of US$1.8 billion. "The acquisition includes an existing 300 mm fab cleanroom of 300,000 square feet and will further position Micron to address growing global demand for memory solutions," the company stated, adding that the company "expects this acquisition to contribute to meaningful DRAM wafer output beginning in the second half of calendar 2027."