Micron Technology (MU) – Powering the AI Memory Supercycle

Company Overview:
Micron MU is a crucial player in the AI infrastructure stack, providing advanced DRAM, NAND, and NOR flash memory solutions that fuel everything from data centers to mobile edge devices.

Key Catalysts:

AI-Driven Memory Demand ⚙️

High-Bandwidth Memory (HBM) adopted in AI accelerators from Nvidia, AMD, Broadcom, and Marvell.

Positions Micron at the core of the AI supply chain, reducing exposure to chip cycle volatility.

Data Center Surge 📈

Data center DRAM revenue tripled YoY in Q2 2025, driven by hyperscaler AI infrastructure upgrades.

Strengthens revenue diversification and margin profile.

Technology Leadership 🔬

Launch of 1-gamma DRAM node and LPDDR5X samples enhances mobile, cloud, and auto capabilities.

Keeps Micron on the cutting edge of memory innovation.

Investment Outlook:
Bullish Case: We remain bullish on MU above $95.00–$97.00.
Upside Target: $155.00–$160.00, supported by AI compute growth, hyperscale momentum, and next-gen product launches.

💡 Micron is not just riding the AI wave—it’s building its memory core.
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