Micron Got a Major Vote of Confidence From Nvidia’s Jensen Huang on AI Returns. I Still Wouldn’t Chase MU Stock Here. - Yahoo Finance

In the ongoing AI-driven semiconductor boom, Micron Technology has received strong endorsement from NVIDIA CEO Jensen Huang, who praised the returns from AI spending as 'insanely profitable' and highl... Read original →

Jensen Huang’s endorsement of Micron signals AI infrastructure hitting the HBM3E/HBM4 inflection point. Upstream EDA and advanced packaging bottlenecks are forcing server OEMs to redesign memory subsystems, accelerating CXL-HBM convergence. Yet, tightening U.S. export controls inflate Micron’s compliance costs—despite short-term gains, its >10% revenue exposure to China remains a liability. Samsung and SK Hynix won’t cede NVIDIA’s HBM dominance: Samsung leverages GAA transistors to boost yield, while SK Hynix bets on hybrid bonding for faster ramp. A price war is likely by mid-2027, making current valuations—which price in two generations of HBM upside—vulnerable to sharp corrections.