Semiconductor News & Analysis Feed

Cantor Fitzgerald's semiconductor analyst CJ Muse has significantly raised Micron Technology's price target from $700 to $1,500, citing a sustained global memory supply shortage that he believes will drive the company's earnings through 2028. Muse forecasts total memory industry revenue reaching $1.

Cantor Fitzgerald analyst CJ Muse argues that the memory market will face even tighter supply in 2027, supporting Micron Technology's earnings growth through 2028. Muse contends that the current supply-demand imbalance in DRAM and HBM is more severe than widely anticipated, especially amid sustained

Cantor Fitzgerald analyst CJ Muse stated on CNBC that the memory cycle investors are watching may not peak where they expect, with supply constraints likely to intensify in 2027 compared to 2026. He argued that due to the long lead times and massive capital investment required for DRAM and HBM produ

Cantor Fitzgerald analyst CJ Muse argues that the memory market will face even tighter supply conditions in 2027, which could drive Micron Technology’s earnings through 2028. Muse contends that current market expectations for the memory cycle’s peak are overly optimistic, and that supply constraints