The Latest Breaking News from Micron

It took approximately a year and a half for the Dow to increase from 40,000 to 50,000

HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to source locally-made memory modules. The ongoing memory chip shortage is forcing even big companies to look for alternative sources to Micron, Samsung, and SK hynix.

As the AI spending cycle matures, investors are rotating away from hyperscalers toward memory suppliers and Micron is emerging as a key beneficiary of this shift.

Micron's Fab 10B, now under construction in Singapore, promises to more than double the company's 3D NAND output from the region when it is fully operational in about 10 years.

Sandisk's short squeeze may be on ice for now, and one of its competitors appears to be much better positioned.

After a remarkable run in 2025, and a great start to 2026, Micron just got an insider buy. Two other big-name stocks are seeing insider activity as well.

BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the current memory supercycle.

Sony and Microsoft are projected to launch new consoles in the next few years, but with a RAMpocalypse happening, they either delay or face insane costs.

SNDK stock has been on a tear higher over the past six months, but analysts still see upside to a Street-high price target of $580.