Although Wall Street has been emphasizing the bullish case for MU stock, it’s important to consider what the heavy hitters in ...

Citi analysts said they expect AI applications to spark an unprecedented increase in memory chip requirements as data centers and cloud service providers expand capacity to handle generative AI ...

This expected surge in demand is driving higher estimates. The analyst expects Micron’s gross margins to expand to 60% in the ...

Micron ($MU) stock surged about 6.6% on Thursday as of writing, as top analysts at UBS and Citi raised their price targets ...

Today’s AI surge is built on real profits and infrastructure, not speculation. Semiconductor demand spans GPUs, memory, and ...

Micron is also growing into a major player in the market for high-bandwidth memory, which is in high demand from chip makers such as Nvidia for its next-generation chips for AI training and ...

UBS raised Micron Technology’s price target to $245, citing strong DRAM demand, AI-driven growth, and tight supply that could boost profitability and extend the current memory cycle.

A different way to evaluate the ease of porting an AI model to certain hardware.

Industrial memory module maker Innodisk has seen monthly growth in 2025 operations as AI demand explodes, causing severe DDR4 ...

ADATA chairman Chen Lebai says the AI boom is disrupting the memory market and that it's now facing historic shortages of ...