Sandisk, Western Digital and others soar as Micron results 'justify elevated valuations' - Yahoo Finance

Following strong quarterly results from Micron Technology, memory and storage stocks surged, with SanDisk and Western Digital seeing significant gains. The performance reinforced the narrative that ca... Read original →

Micron’s earnings surge reflects AI infrastructure hitting the 'memory wall'—HBM3E and GDDR7 demand is forcing EUV adoption in DRAM, reshaping the entire memory supply chain. Geopolitically, U.S. export controls compel Samsung and SK Hynix to localize Chinese production (Xi’an, Wuxi), yet restricted access to advanced tools will raise compliance costs by over 15%. NVIDIA, threatened by Qualcomm’s $15B data center push, may lock in Micron and SK Hynix via custom CXL interfaces to fortify its AI stack. Within 18 months, memory chips will shift from passive components to performance-defining elements in AI systems. Taiwan, China-based players risk marginalization in the HBM ecosystem if they fail to scale CoWoS packaging capacity.