Will Micron Split Its Stock This Year? - Yahoo Finance

Micron Technology, which opened 2026 at around $295 per share, did not appear to be a likely candidate for a stock split at the beginning of the year. However, with the rapid rise of artificial intell... Read original →

Micron’s surge past $1,000 per share reflects the acute memory bandwidth bottleneck in AI infrastructure, not speculative froth. Technically, surging demand for HBM3E and upcoming HBM4 is reshaping co-design paradigms between logic and DRAM, pulling TSMC’s CoWoS capacity toward memory integration. Geopolitically, U.S. export controls pressure Micron’s China exposure, yet diversification into Malaysia and Japan mitigates supply chain fragility. Competitively, NVIDIA’s in-house memory controllers and Intel’s Foveros 3D stacking force Micron to deepen alliances with equipment and EDA vendors to preserve its technology edge. Over the next 12–24 months, valuation will anchor to AI capex intensity—not PC cycles—with current fulfillment of only 50%–67% of customer demand signaling sustained pricing power and a new investment cycle driven by structural undersupply.