Anonymous18 days ago
Micron Technology's stock has surged over 300% in the past year to record highs above $440, driven by insatiable AI demand for high-bandwidth memory that has created the worst global memory shortage since the pandemic era. With a $1.8 billion Taiwan factory acquisition, HBM capacity sold out through 2026, and earnings doubling quarter over quarter, Micron sits at the center of a memory supercycle that is simultaneously enriching chipmakers and squeezing consumers worldwide.