Key PointsAI Chip Demand Explodes: Chinese cloud service providers and AI chip manufacturers are accelerating the deployment of AI infrastructure, driving dual demand for both mature and advanced process chips. $SMIC(00981)$ SMIC stands to benefit directly: As China's largest and most technologically comprehensive foundry, SMIC will continue to secure incremental orders in areas such as AI inference and edge computing.Valuation Slightly Upward Revised: After raising 2028–2029 earnings forecasts, Goldman Sachs' target price is increased to HK$83.5, implying 13.8% upside potential.Valuation Logic Reassessment: Improved market expectations for the long-term growth of China's semiconductor sector have driven SMIC's forward price-to-earnings ratio up

$Micron Solutions, Inc.(MICRD)$ Micron just crushed Q4 with $11.32 billion in revenue—smashing the $11.22 billion whisper number—and adjusted EPS of $3.03, leaving the $2.86 forecast in the dust. Net income exploded to $3.2 billion from last year's $887 million, fueled by insatiable AI demand for high-bandwidth memory chips that power data centers from Nvidia's beasts to hyperscale clouds. Guidance? A blockbuster 43% sequential revenue pop for Q1 FY2026, with gross margins hitting 39.5% thanks to optimized DRAM and NAND production. CEO Sanjay Mehrotra doubled down: "We're the only pure-play U.S. memory giant, and AI isn't slowing—it's accelerating." But here's the gut punch: shares dipped 2.5% to $161.71 post-earnings, barely budging from pre-rep

$Micron Technology(MU)$   Chiong chiong believe it will be up in longterm

$Micron Technology(MU)$  good next for 15b