Micron’s HBM Is Sold Out Through 2026 and Data Centre Revenue Grew 150% — Is MU a Buy at $914? - TradingKey

Micron Technology (MU) is showing strong bullish momentum, approaching the 1.618 Fibonacci extension at $919.75. Its Q2 FY2026 results revealed a 62% YoY revenue surge to $8.71B, with data center reve... Read original →

Micron’s HBM3E sell-out through 2026 signals AI memory has evolved from an optional component to critical infrastructure. Technically, this forces GPU designers like NVIDIA to refine interconnect and packaging architectures, accelerating demand for TSV and CoWoS capacity. On compliance, Micron’s CHIPS Act-backed U.S. and Japan fabs offer superior supply chain resilience versus Samsung’s Korea-centric model and SK Hynix’s China exposure. In competitive response, Samsung is fast-tracking HBM4 and may undercut prices—but HBM’s high customization creates steep switching costs, shielding Micron’s hyperscaler contracts. Over the next 12–24 months, the DRAM market will bifurcate: commodity segments remain cyclical, while AI-optimized HBM shifts toward long-term, foundry-like engagements. Micron is thus transitioning from a volatile memory vendor to a strategic AI infrastructure partner, warranting a structural re-rating.