Micron's AI Supercycle Accelerates [Seeking Alpha]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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US:NASDAQ Investor Relations:
investors.micron.com
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Source: Seeking Alpha
HBM3E memory offers roughly 30% lower power consumption than competitors, while LPDRAM reduces server memory energy usage by nearly 60%. AI infrastructure demand pushed Micron's data center SSD business to a $1 billion run rate as server growth accelerates into high-teens percentages. Forward projections show 57% revenue growth and roughly 99% EBITDA expansion, supported by tight supply and premium AI memory pricing. Capital intensity remains high with $20 billion FY26 CapEx planned, while new fabs in Idaho, Taiwan, and Singapore ramp up mainly after 2027. oatintro/iStock via Getty Images Investment Thesis At the core of the AI memory bottleneck is Micron Technology, Inc. ( MU ). Since my last coverage , when I called the supercycle starting point, MU had a strong bull run, rising by more This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this
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News
- Voya Global Advantage And Premium Opportunity Fund Q4 2025 Commentary [Seeking Alpha]Seeking Alpha
- Micron Stock Price Prediction: Where Will MU Be in 1 Year? [Yahoo! Finance]Yahoo! Finance
- Here's Why Micron (MU) is a Strong Growth Stock [Yahoo! Finance]Yahoo! Finance
- Why Micron Stock Is Plummeting Today [Yahoo! Finance]Yahoo! Finance
- The Best Stocks to Invest $1,000 in Right Now [Yahoo! Finance]Yahoo! Finance
MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 2/13/26 - Form SCHEDULE
- 2/4/26 - Form 4
- 2/2/26 - Form 144
- MU's page on the SEC website