BTS
12-22 15:19

Micron Technology (MU) is capitalizing on record Artificial Intelligence (AI) demand and sustaining its rally with a sold-out 2026 order book, but future growth faces risks from competition and geopolitical tensions。。。

Like NVIDIA Corp (NVDA), MU is riding the AI surge, but it lacks a monopoly and must battle memory giants Samsung and SK Hynix for market share

The supply-demand imbalance remains tight as AI memory uses triple the typical wafer capacity, but prices may stabilize as new supply enters the market in the coming years

It is not too late to get on board memory stocks for those bullish on the long-term AI supercycle; investment in MU remains viable, though long-term prospects depend on navigating volatility, geopolitical risks, and intense competition, which could dampen growth projections

While the memory sector remains a high-growth AI play, assessing entry points is essential due to rising prices and market volatility

Tag :@Huat99  @Snowwhite  

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

  • IreneWells
    12-22 17:09
    IreneWells
    AI memory race getting spicy with new supply coming [看涨] Still reckon MU's got legs if you time entry right mate
  • Valerie Archibald
    12-22 19:33
    Valerie Archibald
    Micron is slow to enter the HBM4 market and could be marginalized by the two South Korean companies.

  • Mortimer Arthur
    12-22 19:43
    Mortimer Arthur
    Micron will hit $300 by Monday night

Leave a comment
6
1