Added to YB: 2026-09-11
Pitch date: 2026-09-09
MU [bullish]
Micron Technology, Inc.
Author Info
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Company Info
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.
Market Cap
$1.2T
Pitch Price
N/A
Price Target
N/A
Dividend
0.06%
EV/EBITDA
16.63
P/E
23.19
EV/Sales
12.60
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Memory War - Micron Technology, Inc.
MU (monitor): Micron is the likely “defector” from memory producers’ capex discipline, making an underappreciated supply boom the next potential destination for AI spending. As the smallest major DRAM producer and an American partner to hyperscalers, it has incentives to pursue share, supported by ~$100B of customer obligations and ambitious US investment plans. The key tell is any capacity beyond contracted coverage or outside fab financing; management could instead remain disciplined as engineering workarounds reduce memory needs.
Read full article (15 min)