MU ยท Micron Technology, Inc.Micron Technology, Inc.
๐ Micron EVP states meaningful memory chip supply will start in late 2027, implying tight supply until then, which could support pricing
Micron EVP states meaningful memory chip supply will start in late 2027, implying tight supply until then, which could support pricing.
Evidence & details
- +Jensen Huang projection of AI capex reaching $3-4 trillion annually by 2030
- +List of companies and their specific roles in AI infrastructure
- โกExponential increase in AI capex
- โกShift to silicon photonics and CPO
- โกExpansion of neoclouds and memory demand
- โExecution risk for small companies
- โCompetition from larger players
- โTechnological disruption
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Post Timeline ยท 4 posts
Micron EVP and Chief Business Officer Sumit Sadana: Even with all the new investments, meaningful memory chip supply will only start coming online in late 2027 and ramp up in 2028. $MU
Thesis: Micron EVP states meaningful memory chip supply will start in late 2027, implying tight supply until then, which could support pricing.
AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> โฆ
Thesis: AI capex growth to $3-$4 trillion annually by 2030 will benefit companies controlling key AI buildout components: photonics, silicon photonics, laser chokepoints, epiwafer supply chains, neoclouds, anโฆ
This market is brutal. If your stock doesnโt have Win in its name like a certain foundryโฆ More likely than not macro > individual stock fundamentals from $MU and $META. Just a good reminder not to margin or irresponsibly overleverage during this time. Especially as a limitedโฆ
Thesis: Market commentary on macro factors overriding fundamentals, with warning against overleverage and geopolitical risks.
Kevin Warsh is the next Federal Reserve Chair. Markets may confuse him as a "Hawk". His actual stance in 2026 is nuanced. Here's his policies and how they affect the markets: 1. AI/Semis ( $NVDA, $MU): Extremely Bullish 2. Metals (Silver, Gold): Extreme Bearish 3. Crypto ( โฆ
Thesis: Kevin Warsh as Fed Chair is expected to be bullish for AI/semis (NVDA, MU), crypto (BTC, CRCL), banking (JPM, BOA), small-caps (RUT), and cautious for European stocks (VGK, EZU), based on his pro-AI, โฆ
The post compares implied volatility of MU (71%) and EWY (40%), suggesting a potential mispricing opportunity in long-dated options due to structural shifts from AI memory supercycle and historical flat periods for Korea.
source โNAND price surge benefits memory companies due to inelastic supply and strong demand from hyperscalers.
source โNAND price hikes and structural memory demand will lead to strong operating income for memory companies, contrary to consensus that rate hikes are unsustainable.
source โMemory prices are expected to remain elevated due to unbroken hyperscaler demand outstripping supply growth, leading to explosive operating margin increases for memory makers.
source โMemory cycle structural change due to AI leads to sustained high profits despite future price declines, making memory companies like SK Hynix, SNDK, and MU undervalued.
source โMemory names are bullish due to structural demand and high operating profits, with SK Hynix potentially making $400B in operating profit by 2028, indicating room for re-rating.
source โMemory sell-off due to Helium concerns was overblown; fundamentals strong with NAND/DRAM hikes beyond estimates and company statements of no material effect.
source โMemory names are critical to AI buildout; fears of disruption from Iran conflict are overblown, and long-term operating income will drive prices.
source โTailwinds for SK Hynix and Samsung as US investors gain access, with MU remaining very bullish despite SK Hynix's lower valuation.
source โMU is up 34%+ YTD due to high profits, and would be up more without geopolitical headwinds like the Iran war.
source โPrefers SK Hynix over MU at current levels, but remains bullish on memory sector overall. Fears about LNG/helium/crude do not significantly impact opex, and demand looks structural past 2028.
source โBullish on memory names like MU due to structural demand and high gross margins, but macro/war risk may overshadow performance.
source โRecent semiconductor developments indicate bullish opportunities across multiple tickers: Intel benefits from Apple shift, Micron from memory tightness and price increases, TSM from revenue growth, NBIS from compute demand, LPK from glass substrate acceleration, and SanDisk from NAND price rise.
source โAI capex growth to $3-$4 trillion annually by 2030 will benefit companies controlling key AI buildout components: photonics, silicon photonics, laser chokepoints, epiwafer supply chains, neoclouds, and memory.
source โTrump's praise for MU and recent price momentum suggest further upside, expecting break above 800.
source โMU็ช็ ดๅ้ซ๏ผๅ็นๆๆฎๅๅๅ็้ถ1625็ฎๆ ไปทๆๆฏ๏ผๅๅค้ฟๆๆๆใ
source โMU reaching $1T market cap validates structural AI memory demand thesis, comparing to NVDA.
source โๅญๅจๅคงๅ้่ฟ้ฟๆๅ่ฎฎ้ๅฎไบง่ฝใๆถๅ ฅๅ้ฃ้ฉ๏ผๅผฑๅๅจๆๆง๏ผๅฏผ่ดไผฐๅผ้ไผฐใ
source โUBS raised MU target to $1625 based on belief that memory cycle is structurally different due to long-term agreements (LTAs) with deposits and price floors, sustaining high EPS through 2029 even in a mild downturn.
source โMicron EVP states meaningful memory chip supply will start in late 2027, implying tight supply until then, which could support pricing.
source โ