Get all your news in one place.
100's of premium titles.
One app.
Start reading
MarketBeat
MarketBeat
Thomas Hughes

If You Wait for the Dip, Micron Technology Could Leave You Behind

While concerns that the AI demand outlook is overblown and players like OpenAI will struggle to meet their commitments regarding GPUs are valid, these are bricks in a Wall of Worry built on a robust demand spike and the foundations of a multi-year memory chip supercycle.

Evidence of the supercycle lies in DRAM chipmaker Samsung’s (OTCMKTS: SSNLF) move to raise prices and Morgan Stanley's price target increase, likely followed by many more in the coming quarters.

Sign up to read this article
Read news from 100's of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.