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Price · 1Y
$920.95
Thesis
Micron is one of three suppliers of the high-bandwidth memory that sits beside every AI accelerator, and its HBM capacity is largely sold out ahead of production. It captures AI-cycle value regardless of which accelerator vendor wins.
Catalysts
- HBM capacity expansion and qualification at major accelerator customers
- DRAM and NAND pricing recovery
- Next-generation HBM node ramp
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.