MU
Micron Technology, Inc.
About Micron Technology, Inc.
Micron is one of the world's largest manufacturers of memory and storage solutions, producing DRAM, NAND flash, and NOR flash memory chips. The company's products are essential components in smartphones, PCs, data centers, and AI systems. Micron is a key beneficiary of the AI boom as large language models require massive amounts of high-bandwidth memory. The memory industry is cyclical but Micron has improved its competitive position.
Analyst Coverage
All posts about MU from our FinTwit analysts
AJ“HBM4 timeline pulled forward. Micron will be shipping to NVIDIA before Samsung. Adding to position here.”
AJ“Memory pricing stabilizing. The worst is behind us and AI demand is just getting started. MU is my favorite semi value play.”
AJ“Micron Deep Dive: Hour-long analyst discussion with detailed valuation models. Top-3 DRAM leader, critical NVIDIA HBM supplier, sold out through 2026.”
AJ“Among AI enablers, only Nvidia outpaced Micron's revenue growth. Compelling AI memory play.”