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Micron Technology (MU), valued at a market capitalization of $105 billion, is among the largest semiconductor stocks in the world. The chip stock has gained investor attention in recent trading sessions after Citi analysts highlighted positive catalysts tied to Nvidia’s (NVDA) next-generation GPU plans.
According to Citi analyst Christopher Danely, Nvidia’s upcoming Rubin chip will integrate 288GB of HBM4 DRAM, representing a 50% increase over the current Blackwell architecture. This in turn implies that Nvidia will have a greater demand for DRAM solutions from Micron.
