Micron Technology

Micron shares again rose by double digits after cloud provider CoreWeave raised its revenue forecasts and expectations of robust demand for AI data centers. Micron reported record revenue for the fourth fiscal quarter and gave a Q1 2027 forecast above expectations; a large portion of 2027 supply is already committed. According to Bloomberg, 60 of 64 analysts rate the stock a buy, with an average price target of $1,622, about 100% above the current share price. » Więcej na deraktionaer.de

Micron has paused construction of its planned Taoyuan plant after a prolonged labor dispute largely brought work to a halt. The project for HBM and DRAM production was budgeted at $3–4.5 billion and was due to start in 2028; delays could weaken Micron’s competitive position versus Samsung, SK Hynix and CXMT. The announcement contributed to a steep share price fall: the stock dropped over 17% to a new multi-month low, and investors are now waiting for the situation to calm. » Więcej na deraktionaer.de

Apple warns of unprecedented and longer-lasting price increases for memory, which weighs on iPhone gross margin. Tight supply, driven by high memory demand from AI data centers and the shift to HBM capacity, favors DRAM suppliers like Micron. Micron earns most of its revenue from DRAM and is likely to benefit from higher prices and demand for both HBM and conventional DRAM. Risks remain if new capacity eases price pressure or end demand falls due to persistently high component prices. » Więcej na deraktionaer.de

Micron paid Taoyuan fab employees one-time bonuses for 2026, including a thank-you bonus of 1 million New Taiwan dollars, a 20% utilization bonus and performance-related premiums that for many workers amount to multiple times their annual salary. From 2027 Micron also plans quarterly bonuses, half in cash and half in shares. The union and the company remain at odds over a transparent, long-term calculation basis; another negotiation round is scheduled for November 6 and a strike remains possible. » Więcej na golem.de

Samsung's fourth record quarter failed to provide fresh momentum; its shares fell and dragged Micron down. SK hynix announced roughly $75 billion in returns and reported sustained high utilization in DRAM/HBM, intensifying competition. Micron raised its buyback authorization to $35.16 billion but, due to CHIPS Act conditions, may only start repurchases on December 9. Analysts warn of weakening HBM price dynamics from 2028, which could hurt industry sentiment and valuation upside. Key dates are the start of Micron's buyback on December 9 and Samsung's final payout decision at the end of January 2027. » Więcej na finanzen.net