Micron Technology Inc (NASDAQ:MU) is a stalwart in computer memory and storage solutions. Currently, the company is at a critical juncture as it navigates through an evolving semiconductor market.

Memory chips are a commodity, and boy, has it been a year for commodities. After plummeting consumer electronics sales and, later, a downturn in some data center hardware, companies like Micron ...

The memory chip industry's supply limitation efforts are paying off, and the supply limitations are expected to continue at least through 2023. Demand environment recovery is expected to take place in ...

We maintain our $70 fair value estimate for no-moat Micron Technology after the company raised its fiscal 2024 first-quarter guidance. Micron has seen better pricing dynamics, primarily in DRAM chips, ...

I am reiterating my Buy rating due to strong pricing dynamics and expected significant uplift in HBM revenues. The memory market is highly cyclical, with recent capacity constraints and strong demand ...