$NVIDIA Corp(NVDA)$ $Micron Te

All three major DRAM makers—Samsung, Micron $MU, and SK Hynix—are ramping up HBM (high bandwidth memory) production due to strong AI demand.

This surge has led Applied Materials to boost production, with orders filling factories at their Taiwan partner, Foxsemicon, through Q2 2025.

High Performance Computing (HPC) chip manufacturers, like NVIDIA, are driving this demand, booking advanced process capacity at TSMC. Foxsemicon's revenue is up, reflecting this strong order momentum, and growth is expected to continue into next year.

Will You Bottom Micron at $130 or Lower?

Micron's financial report significantly exceeded market expectations in all indicators, and its outlook guidance generally met market expectations. However, despite excellent financial performance, the outlook guidance not exceeding market expectations caused the stock price to fall in after-hours trading. --------------------------- What's your target price for Micron? Will you hold Micron in the long-term?

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

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":319213820285120,"tweetId":"319213820285120","gmtCreate":1718958748112,"gmtModify":1719219942006,"author":{"id":3555293442593045,"idStr":"3555293442593045","authorId":3555293442593045,"authorIdStr":"3555293442593045","name":"Samlunch","avatar":"https://static.tigerbbs.com/17478579b111537e74aea4d338e8aef5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.25","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":609,"starInvestorFlag":false},"themes":[{"themeId":"7c8246e26bd24d7db222ba1ac108838c","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Will You Bottom Micron at $130 or Lower?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7c8246e26bd24d7db222ba1ac108838c}&rnconfig={\"headerBarHidden\": true}","description":"Micron's financial report significantly exceeded market expectations in all indicators, and its outlook guidance generally met market expectations.\nHowever, despite excellent financial performance, the outlook guidance not exceeding market expectations caused the stock price to fall in after-hours trading.\n---------------------------\nWhat's your target price for Micron?\nWill you hold Micron in the long-term?\n","image":"https://community-static.tradeup.com/news/08485da4e08704fe2ef4f08cff9c7bbe"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>&nbsp;\n \nAll three major DRAM makers—Samsung, Micron $MU, and SK Hynix—are ramping up HBM (high bandwidth memory) production due to strong AI demand. \nThis surge has led Applied Materials to boost production, with orders filling factories at their Taiwan partner, Foxsemicon, through Q2 2025. \nHigh Performance Computing (HPC) chip manufacturers, like NVIDIA, are driving this demand, booking advanced process capacity at TSMC. Foxsemicon's revenue is up, reflecting this strong order momentum, and growth is expected to continue into next year.\n\n </body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>&nbsp;\n \nAll three major DRAM makers—Samsung, Micron $MU, and SK Hynix—are ramping up HBM (high bandwidth memory) production due to strong AI demand. \nThis surge has led Applied Materials to boost production, with orders filling factories at their Taiwan partner, Foxsemicon, through Q2 2025. \nHigh Performance Computing (HPC) chip manufacturers, like NVIDIA, are driving this demand, booking advanced process capacity at TSMC. Foxsemicon's revenue is up, reflecting this strong order momentum, and growth is expected to continue into next year.\n\n </body></html>","text":"$NVIDIA Corp(NVDA)$ $Micron Technology(MU)$ $Applied Materials(AMAT)$ All three major DRAM makers—Samsung, Micron $MU, and SK Hynix—are ramping up HBM (high bandwidth memory) production due to strong AI demand. This surge has led Applied Materials to boost production, with orders filling factories at their Taiwan partner, Foxsemicon, through Q2 2025. High Performance Computing (HPC) chip manufacturers, like NVIDIA, are driving this demand, booking advanced process capacity at TSMC. Foxsemicon's revenue is up, reflecting this strong order momentum, and growth is expected to continue into next year.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/319213820285120","repostId":0,"isVote":1,"tweetType":1,"viewCount":535,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AMAT","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":520,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/319213820285120"}