Articles tagged “Micron”
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BofA: $1.5T AI Buildout Makes Chip Dip a Buy
BofA's Vivek Arya calls the Q3 chip selloff a "summer reset," keeps a $1,550 target on Micron, and names 7 stocks to own through the $1.5T AI buildout.
Micron Breaks Ground on $9.3B Hiroshima HBM Plant
Micron held a groundbreaking ceremony July 4 at its Hiroshima plant for a ¥1.5 trillion expansion targeting HBM4E and next-gen DRAM for AI servers, with Japan covering close to half the bill.
AI Boom Drives Global Memory Chip Shortage 2026
SK Hynix and Micron have sold out their entire 2026 memory production. DRAM inventory fell from 17 weeks to just 2-4 weeks.
Micron AI Memory Supercycle May Last Until 2030
BofA's Vivek Arya says AI has permanently changed the memory chip market. Micron's blowout earnings, 16 customer LTAs, and sub-10x forward P/E are the evidence.
Micron Selects Bechtel for $100B New York Semiconductor Megafab
Micron picked Bechtel as EPC partner for Phase 1 of its $100B Clay, New York semiconductor complex — the largest private investment in state history — with immediate mobilization at White Pine Commerce Park.