Micron: a huge buying opportunity not to be missed
Micron bulls are not yet concerned about oversupply risks
Micron Technology Inc. (NASDAQ: MU ) investors came back furiously as earnings scorecards from major memory chip manufacturers calmed market nerves over concerns about potential oversupply. Considering Micron's cyclical sales performance and the more commoditized market compared to Logic's peers, I evaluate that the market's sense of caution is justified.The risk of memory oversupply has not been ruled out、Strong underlying demand across MU's key market segmentsIt is expected to support a strong 2025 fiscal year.
Micron Technology Inc. (NASDAQ: MU ) investors came back furiously as earnings scorecards from major memory chip manufacturers calmed market nerves over concerns about potential oversupply. Considering Micron's cyclical sales performance and the more commoditized market compared to Logic's peers, I evaluate that the market's sense of caution is justified.The risk of memory oversupply has not been ruled out、Strong underlying demand across MU's key market segmentsIt is expected to support a strong 2025 fiscal year.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
新div : Micron's equipment investment in 2024 is $75-8 billion
NVDA
Blackwell 2024
Blackwell Ultra 2025
Rubin 2026
Rubin Ultra 2027
HBM
H200
Sold out in 2024 and 2025
Currently negotiating prices and quantities for 2026 Rubin
Rubin's authorization in 2026
Acquisition of land for Taiwan semiconductor plant
Micron's factory in Toho Hiroshima will start operating in 2026
Micron consumes 30% less power than competing manufacturers
Micron is investing money in research and development expenses and equipment investment
Looking forward to NVDA's Blackwell full-scale sales.