Micron & Another AI Memory Stock to Buy Now for Big Upside - Zacks Investment Research

This article analyzes the investment potential of Micron Technology and another AI-related memory stock. Micron expects its revenue for the third quarter of fiscal 2026 to rise to $33.5 billion from $... Read original →

Micron’s explosive HBM-driven revenue surge signals AI memory demand has shifted from speculative to structural, forcing TSMC to reallocate CoWoS capacity toward HBM3E and away from logic chips. Persistent NAND shortages not only inflate pricing but also highlight the supply chain’s acute reliance on manufacturing nodes in South Korea and Taiwan, China—amid sluggish disbursement of U.S. CHIPS Act subsidies that quietly raise compliance overhead. As Micron and Samsung escalate their HBM4 arms race, SK hynix may pivot toward CXL-based memory pooling with Intel to carve an alternative path. Over the next 18 months, memory could consume over 40% of AI server BOM costs, while Seagate’s HAMR technology positions it as a critical enabler for edge-AI storage layers.