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The Latest Breaking News from Micron

SK Group chairman says memory chip shortage will last until 2030 — wafer supply trails demand by 20%

SK Group chairman Chey Tae-won told reporters at Nvidia's GTC conference in San Jose on Monday that the global memory chip shortage is likely to persist for another four to five years.

Tom’s Hardware

S&P Futures Climb as Oil Prices Retreat in Run-Up to Fed Rate Decision, U.S. PPI Data and Micron Earnings on Tap

March S&P 500 E-Mini futures (ESH26) are trending up +0.50% this morning as oil prices retreated, while investors awaited the Federal Reserve’s interest rate decision, crucial U.S. producer inflation data, and an earnings report from chip maker Micron.

Barchart

As Applied Materials Raises Its Dividend 15%, Should You Buy AMAT Stock?

Applied Materials' 15% dividend hike to $0.53 per share, backed by a forward payout ratio of under 19% and an 18% annualized growth rate over the past decade, signals a company confident enough in its AI memory and logic tool cycle to keep rewarding shareholders.

Barchart

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Micron Just Might Be the Best AI Chip Growth Stock

Micron is surging to the forefront of AI infrastructure as insatiable demand for advanced memory solutions unlocks outsized growth potential for years to come.

Barchart

Micron enters high-volume production of HBM4 for Nvidia Vera Rubin - 2.3x bandwidth improvement and 20% boost in power efficiency

The HBM4 36GB 12H stack runs at over 11 Gb/s pin speeds, delivering bandwidth greater than 2.8 TB/s.

Tom’s Hardware

What Options Traders Expect from Micron Stock After Earnings on March 18

Micron shares are in focus ahead of the company’s Q2 earnings on March 18. RBC analyst recommends buying MU stock heading into the second-quarter release.

Barchart

Micron’s Q2 Earnings Ahead: Is MU Stock Still a Buy After the Big Rally?

Micron will announce its Q2 earnings on March 18, and Micron’s management has maintained an optimistic outlook heading into the results.

Barchart

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10 Big-Name Stocks Likely To Dominate in 2026

Big, well‑known companies are shaping the market outlook. Here are the stocks analysts expect to lead growth and performance in 2026.

GOBankingRates

Micron Technology Shares Jump 5% to $426.13 as AI-Driven HBM Demand Fuels Rally Ahead of Earnings

BOISE, Idaho — Micron Technology Inc. (NASDAQ: MU) shares surged more than 5% in recent trading, closing at $426.13 on March 13, 2026, after a strong session that saw the stock gain $20.78 or 5.13% amid continued enthusiasm for its role in supplying high-bandwidth memory (HBM) critical to artificial intelligence…

International Business Times

Iran War, Fed Conundrum and Other Key Things to Watch this Week

Markets face one of the year's most consequential weeks as the Federal Reserve's March meeting on Wednesday at 2:00pm arrives amid extraordinary economic crosscurrents

Barchart

Micron Stock Just Got a New Street-High Price Target. Should You Buy MU Now?

Analysts at GF Securities believe the stock is worth $571.

Barchart

Memory Pricing Is Still Hot, Creating a Prolonged Buying Opportunity in Micron Stock

BNP Paribas is still bullish on Micron stock and says memory pricing is still expected to surge.

Barchart

Applied Materials and Micron Are Partnering on Memory. Is AMAT or MU Stock a Better Buy Here?

Applied Materials and Micron have partnered to create next-gen memory chips for AI.

Barchart

Should You Buy Micron Stock Before March 18? Citi Analysts Say Yes.

Ahead of next week’s earnings release, Micron Technology is back in focus. Citi’s upbeat outlook suggests investors may still be getting the stock at a sweet price.

Barchart

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TechRadar

Micron launches a 256GB SOCAMM2 memory module using 64 32GB LPDDR5x chips — and yes, hyperscalers can shove 8 in an AI server to reach 2TB capacity: mere mortals need not apply

Micron introduces a 256GB SOCAMM2 LPDDR5x memory module designed for AI servers, enabling configurations up to 2TB while reducing power consumption.

Barchart

Even After a Monster Rally, Analysts Still Think You Should Buy Sandisk Stock

Leading broker BNP Paribas still believes there is upside left for the memory stock.

Barchart

Micron Stock Forecast: Can the Rally Continue in 2026?

High demand, an expanding addressable market, and a strong pricing environment are supporting the rally in Micron stock.

MarketBeat

Micron's New Moat: The AI Memory Supercycle

Micron Technology is capitalizing on the AI revolution's shift to high-performance memory, driving record profitability and solidifying its market leadership.

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Barchart

Are Memory Stocks Old News? Why Morgan Stanley Just Snubbed Micron.

Citing "exceptional" conditions unlikely to be sustained, the memory giant lost the top spot to Nvidia.

Tom’s Hardware

Micron sampling first 256GB SOCAMM2 memory packages to customers — 2TB of RAM per CPU is now in reach of datacenter players

Micron is now sampling 256GB SOCAMM2 units, enabling capacities of up to 2TB of LPDDR5X per CPU in AI servers.

Barchart

Micron Technology Short-Put Plays Have Huge Yields - Attractive to Value Investors

Shorting cash-secured put options on Micron Technology (MU) can yield huge returns. A 2-month away put option yields 9.6% for a strike price 9% lower. And a one-month expiry put that is 9% lower has a 5.8% yield.

GamesRadar

Micron wants your next GPU to have 96GB of VRAM in it, but I don't really know who it's expecting will make it for you

In a new blog post, Micron has revealed its image for the future, where GPUs use 96GB of its own VRAM - a tone-deaf take in a post-Crucial world.

International Business Times UK

Jensen Huang Says Markets Miscalculated AI Threat to Software Firms After Nvidia Posts Q4 Beat

Nvidia CEO Jensen Huang said yesterday that the markets got it wrong about the AI threat to the enterprise software industry.

Barchart

How Is Micron Technology's Stock Performance Compared to Other Semiconductor Stocks

Micron Technology has outperformed other semiconductor stocks over the past year, and analysts remain highly optimistic about the stock’s growth potential.

TechRadar

'Modern games are pushing GPU architectures harder than ever': Micron reveals faster new video RAM that could power Nvidia RTX 6000 GPUs

'Rising size of game assets and AI models has outpaced GPU memory capacity, until now': Micron reveals faster new video RAM.

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