Memory panic amid TurboQuant is a buying opportunity in these stocks: BofA [Yahoo! Finance]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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Source: Yahoo! Finance
Analyst Vivek Arya wrote in a note Friday that fears around high-bandwidth memory demand are overstated, noting that “AI capex remains the ultimate proof point of AI spend/demand, not efficiency measures.” The concern stems from Google's TurboQuant, which “effectively reduces KV cache memory footprint…by up to 6x without sacrificing accuracy.” Shares of Micron Technology fell 7% Thursday, while the broader SOX dropped nearly 5%. But BofA argued that “compression techniques such as TurboQuant are not new,” pointing out that Google has published similar approaches for 18 months and simultaneously raised its 2026 capital-expenditure outlook by 100% to about $180 billion. BofA said Google's upcoming TPU v7 features “6x more HBM at 192GB vs. its prior TPUv6…at just 32GB,” while forthcoming chips from Nvidia, AMD and Meta also incorporate higher memory across generations. “We continue to believe demand for AI memory remains strong,” the firm wrote, adding that efficiency gains are
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- Google Unveils AI Breakthrough Cutting Memory Use by 6x, Pressuring Flash Stocks [Yahoo! Finance]Yahoo! Finance
MU
Earnings
- 3/18/26 - Beat
MU
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/25/26 - Form 8-K
- 3/19/26 - Form 10-Q
- MU's page on the SEC website