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
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