Profile - To The Moon

Gant

Posts · 2Posts · 2
Following · 0Following · 0
Followers · 0Followers · 0

- GantGant
  ·00:12
  $SOFI 20260618 12.0 PUT$
  17 Comment
  1
  Share
  Report
- GantGant
  ·01-28
  Share your opinion about this news…
  Micron's Stock Is Surging As The Company Looks To Cash In On A "Desperate" Market
  Micron Technology has plans for a new manufacturing facility that will help address memory shortages, but not right away - and that's hitting a sweet spot for investors.The memory-chip maker said on...
  Micron's Stock Is Surging As The Company Looks To Cash In On A "Desperate" Market
  37 Comment
  1
  Share
  Report

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4214436361881282","uuid":"4214436361881282","gmtCreate":1751333264243,"gmtModify":1756077708171,"name":"Gant","pinyin":"gant","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","hatId":"ca_profile_frame_PjQGBT","hatName":"LV6 头像框","vip":1,"status":2,"fanSize":0,"headSize":4,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.28","exceedPercentage":"93.34%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.04","exceedPercentage":"93.63%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":3,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.04","exceedPercentage":"93.33%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":1},"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":570920916362992,"gmtCreate":1780416733501,"gmtModify":1780417483706,"author":{"id":"4214436361881282","authorId":"4214436361881282","name":"Gant","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4214436361881282","idStr":"4214436361881282"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SOFI 20260618 12.0 PUT\">$SOFI 20260618 12.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SOFI 20260618 12.0 PUT\">$SOFI 20260618 12.0 PUT$</a>&nbsp;","text":"$SOFI 20260618 12.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/4ba55b8f72dd64a6d46486c42c6b196f","width":"664","height":"1059"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570920916362992","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":526481637397648,"gmtCreate":1769571068837,"gmtModify":1769571180715,"author":{"id":"4214436361881282","authorId":"4214436361881282","name":"Gant","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4214436361881282","idStr":"4214436361881282"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526481637397648","repostId":"2606755090","repostType":2,"repost":{"id":"2606755090","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769557896,"share":"https://ttm.financial/m/news/2606755090?lang=en_US&edition=fundamental","pubTime":"2026-01-28 07:51","market":"other","language":"en","title":"Micron's Stock Is Surging As The Company Looks To Cash In On A \"Desperate\" Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2606755090","media":"Dow Jones","summary":"Micron Technology has plans for a new manufacturing facility that will help address memory shortages, but not right away - and that's hitting a sweet spot for investors.The memory-chip maker said on...","content":"<html><head></head><body><p>Micron Technology has plans for a new manufacturing facility that will help address memory shortages, but not right away - and that&#39;s hitting a sweet spot for investors.</p><p>The memory-chip maker said on Monday evening that it is building a new advanced wafer fabrication facility in its complex in Singapore for NAND manufacturing.</p><p>&#34;Clearly, the NAND market is desperate for more supply,&#34; Rosenblatt analyst Kevin Cassidy said in a Tuesday note.</p><p>Micron&#39;s stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> surged 5.4% on Tuesday.</p><p>NAND has become essential for inference, or the process of running artificial-intelligence models, in data centers. The flash memory is nonvolatile, meaning it can be used to store data without power, and is found in devices such as flash drives and smartphones.</p><p>But memory providers have been reluctant to add more capacity out of fear of oversupplying a typically cyclical market. Right now, the companies have been able to boost prices because demand is so high relative to supply. The concern is that rushing to boost capacity would cut into that pricing power and potentially result in a glut if demand conditions flip.</p><p>While demand for NAND is expected to grow more than 20% in 2026, no new capacity will be added this year or in 2027, giving memory makers more room to lift prices over that duration, Mizuho analyst Vijay Rakesh said in a Monday note.</p><p>He estimated that annualized pricing for NAND will be up 330% this year and will rise another 50% in 2027, pointing to shortages caused by demand for AI servers in data centers. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s new storage architecture for its Rubin platform, meant to improve efficiency and inference, is another potential driver of NAND demand, he added.</p><p>Rakesh raised his price target for Micron&#39;s stock to $480, representing upside of 23% from Monday&#39;s closing price of $389.09.</p><p>Micron&#39;s two-story facility will eventually provide 700,000 square feet of clean-room capacity for chip manufacturing, according to the company, which plans to invest $24 billion over the course of a decade. Production of new NAND wafers is expected to start in the latter half of 2028, Micron said.</p><p>The stocks of other NAND producers, including Sandisk <a href=\"https://laohu8.com/S/SNDK\">$(SNDK)$</a>, Japan&#39;s Kioxia (JP:285A), and South Korea&#39;s <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> (KR:005930) and <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> (KR:000660), also were rising on Tuesday after Micron&#39;s announcement.</p><p>Mizuho trading-desk analyst Jordan Klein said in a Tuesday note that, in more than two decades of covering memory stocks, he has never seen a &#34;buying frenzy&#34; related to an announcement of new capacity. He added that other NAND makers could now follow Micron in adding capacity.</p><p>&#34;If they do not and watch peers add new supply, they run risk of not only losing [market] share but seeing pricing decline as well from added supply,&#34; Klein said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron's Stock Is Surging As The Company Looks To Cash In On A \"Desperate\" Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron's Stock Is Surging As The Company Looks To Cash In On A \"Desperate\" Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-28 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Micron Technology has plans for a new manufacturing facility that will help address memory shortages, but not right away - and that&#39;s hitting a sweet spot for investors.</p><p>The memory-chip maker said on Monday evening that it is building a new advanced wafer fabrication facility in its complex in Singapore for NAND manufacturing.</p><p>&#34;Clearly, the NAND market is desperate for more supply,&#34; Rosenblatt analyst Kevin Cassidy said in a Tuesday note.</p><p>Micron&#39;s stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> surged 5.4% on Tuesday.</p><p>NAND has become essential for inference, or the process of running artificial-intelligence models, in data centers. The flash memory is nonvolatile, meaning it can be used to store data without power, and is found in devices such as flash drives and smartphones.</p><p>But memory providers have been reluctant to add more capacity out of fear of oversupplying a typically cyclical market. Right now, the companies have been able to boost prices because demand is so high relative to supply. The concern is that rushing to boost capacity would cut into that pricing power and potentially result in a glut if demand conditions flip.</p><p>While demand for NAND is expected to grow more than 20% in 2026, no new capacity will be added this year or in 2027, giving memory makers more room to lift prices over that duration, Mizuho analyst Vijay Rakesh said in a Monday note.</p><p>He estimated that annualized pricing for NAND will be up 330% this year and will rise another 50% in 2027, pointing to shortages caused by demand for AI servers in data centers. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s new storage architecture for its Rubin platform, meant to improve efficiency and inference, is another potential driver of NAND demand, he added.</p><p>Rakesh raised his price target for Micron&#39;s stock to $480, representing upside of 23% from Monday&#39;s closing price of $389.09.</p><p>Micron&#39;s two-story facility will eventually provide 700,000 square feet of clean-room capacity for chip manufacturing, according to the company, which plans to invest $24 billion over the course of a decade. Production of new NAND wafers is expected to start in the latter half of 2028, Micron said.</p><p>The stocks of other NAND producers, including Sandisk <a href=\"https://laohu8.com/S/SNDK\">$(SNDK)$</a>, Japan&#39;s Kioxia (JP:285A), and South Korea&#39;s <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> (KR:005930) and <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> (KR:000660), also were rising on Tuesday after Micron&#39;s announcement.</p><p>Mizuho trading-desk analyst Jordan Klein said in a Tuesday note that, in more than two decades of covering memory stocks, he has never seen a &#34;buying frenzy&#34; related to an announcement of new capacity. He added that other NAND makers could now follow Micron in adding capacity.</p><p>&#34;If they do not and watch peers add new supply, they run risk of not only losing [market] share but seeing pricing decline as well from added supply,&#34; Klein said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","MU":"美光科技","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4566":"资本集团","BK4512":"苹果概念","BK4588":"碎股","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4553":"喜马拉雅资本持仓","BK4575":"芯片概念","BK4543":"AI","BK4527":"明星科技股","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4532":"文艺复兴科技持仓","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4579":"人工智能","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4605":"半导体精选"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606755090","content_text":"Micron Technology has plans for a new manufacturing facility that will help address memory shortages, but not right away - and that's hitting a sweet spot for investors.The memory-chip maker said on Monday evening that it is building a new advanced wafer fabrication facility in its complex in Singapore for NAND manufacturing.\"Clearly, the NAND market is desperate for more supply,\" Rosenblatt analyst Kevin Cassidy said in a Tuesday note.Micron's stock $(MU)$ surged 5.4% on Tuesday.NAND has become essential for inference, or the process of running artificial-intelligence models, in data centers. The flash memory is nonvolatile, meaning it can be used to store data without power, and is found in devices such as flash drives and smartphones.But memory providers have been reluctant to add more capacity out of fear of oversupplying a typically cyclical market. Right now, the companies have been able to boost prices because demand is so high relative to supply. The concern is that rushing to boost capacity would cut into that pricing power and potentially result in a glut if demand conditions flip.While demand for NAND is expected to grow more than 20% in 2026, no new capacity will be added this year or in 2027, giving memory makers more room to lift prices over that duration, Mizuho analyst Vijay Rakesh said in a Monday note.He estimated that annualized pricing for NAND will be up 330% this year and will rise another 50% in 2027, pointing to shortages caused by demand for AI servers in data centers. Nvidia's new storage architecture for its Rubin platform, meant to improve efficiency and inference, is another potential driver of NAND demand, he added.Rakesh raised his price target for Micron's stock to $480, representing upside of 23% from Monday's closing price of $389.09.Micron's two-story facility will eventually provide 700,000 square feet of clean-room capacity for chip manufacturing, according to the company, which plans to invest $24 billion over the course of a decade. Production of new NAND wafers is expected to start in the latter half of 2028, Micron said.The stocks of other NAND producers, including Sandisk $(SNDK)$, Japan's Kioxia (JP:285A), and South Korea's Samsung Electronics (KR:005930) and SK Hynix (KR:000660), also were rising on Tuesday after Micron's announcement.Mizuho trading-desk analyst Jordan Klein said in a Tuesday note that, in more than two decades of covering memory stocks, he has never seen a \"buying frenzy\" related to an announcement of new capacity. He added that other NAND makers could now follow Micron in adding capacity.\"If they do not and watch peers add new supply, they run risk of not only losing [market] share but seeing pricing decline as well from added supply,\" Klein said.","news_type":1,"symbols_score_info":{"MU":2}},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}