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Micron Technology Inc.

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recent signals

2026-07-14·MU·semiconductor fab investment
priced inmedup

Micron (MU) is dramatically scaling its US manufacturing footprint, signaling a long-term bullish bet on domestic...

Micron (MU) is dramatically scaling its US manufacturing footprint, signaling a long-term bullish bet on domestic memory production and AI-driven demand.

spilloverSK_HYNIXSAMSUNGNVDAAMDTSMMSFTMETAGOOGL
window 45devidence 91MU $983.12 / 45d n/a
2026-07-11·MU·memory capex increase
priced inhighup

Micron significantly increased its planned U.S. capital expenditure to $250 billion through 2035, up from $200 billion,...

Micron significantly increased its planned U.S. capital expenditure to $250 billion through 2035, up from $200 billion, and advanced construction at its New York fab ahead of schedule.

spilloverNVDAAMDMSFTMETAGOOGLORCLTSMSK_HYNIX
window 45devidence 3MU $983.12 / 45d n/a
2026-07-10·MU·capex increase semiconductor
priced inhighup

Micron Technology announced a significant increase in its planned U.S. investment to $250 billion through 2035, up from...

Micron Technology announced a significant increase in its planned U.S. investment to $250 billion through 2035, up from a prior $200 billion commitment.

spilloverSK_HYNIXSAMSUNGNVDAAMDTSMMSFTMETAGOOGL+1
window 30devidence 7MU $983.12 / 45d n/a
2026-07-07·MU·design win
priced inlowup

On July 7, 2026, Digitimes reported that Micron Technology has signed a long-term memory supply agreement with Ford...

On July 7, 2026, Digitimes reported that Micron Technology has signed a long-term memory supply agreement with Ford Motor Company.

window 60devidence 4MU $983.12 / 45d n/a
2026-07-06·MU·hbm supply shift
priced inmedup

On July 6, 2026, Digitimes reported that Micron has broken ground on its Hiroshima expansion to boost AI memory chip...

On July 6, 2026, Digitimes reported that Micron has broken ground on its Hiroshima expansion to boost AI memory chip production, specifically HBM.

spilloverSK_HYNIXSAMSUNGNVDAAMDTSM
window 45devidence 4MU $983.12 / 45d n/a
2026-07-06·MU·new product launch
priced inmedup

At Computex 2026, Micron showcased its first PCIe Gen6 data center SSD, the 9650, as reported by ServeTheHome on July...

At Computex 2026, Micron showcased its first PCIe Gen6 data center SSD, the 9650, as reported by ServeTheHome on July 5, 2026.

spilloverNVDAAMDSAMSUNGSK_HYNIX
window 60devidence 4MU $983.12 / 45d n/a
2026-07-05·MU·capex change
priced inhighup

Micron Technology has broken ground on a ~$9.3 billion expansion of its Hiroshima factory in western Japan, marking a...

Micron Technology has broken ground on a ~$9.3 billion expansion of its Hiroshima factory in western Japan, marking a major capex commitment to ramp HBM production for AI demand.

spilloverSK_HYNIXSAMSUNGNVDAAMDTSM
window 60devidence 2MU $983.12 / 45d n/a
2026-07-04·MU·capacity expansion
priced inmedup

Micron has broken ground on a $9 billion expansion of its plant in Hiroshima, Japan, aimed at increasing production of...

Micron has broken ground on a $9 billion expansion of its plant in Hiroshima, Japan, aimed at increasing production of high-bandwidth memory (HBM) for AI applications.

spilloverSK_HYNIXSAMSUNGNVDAAMDTSM
window 60devidence 3MU $983.12 / 45d n/a
2026-07-03·MU·regulatory change
not priced inmeddown

The Semiconductor Equipment and Materials International (SEMI) group, including members Micron and Samsung, sent a...

The Semiconductor Equipment and Materials International (SEMI) group, including members Micron and Samsung, sent a letter to US Treasury Secretary Scott Bessent warning that government policies affecting memory chip prices or production capacity would exacerbate the ongoing...

spilloverSK_HYNIXSAMSUNGNVDA
window 14devidence 4MU $983.12 / 45d n/a
2026-06-29·MU·earnings surprise
priced inhighup

Multiple sources confirm Micron (MU) is experiencing an unprecedented revenue and profitability surge driven by AI...

Multiple sources confirm Micron (MU) is experiencing an unprecedented revenue and profitability surge driven by AI memory demand.

spilloverSK_HYNIXSAMSUNGNVDATSM
window 15devidence 85MU $983.12 / 45d n/a
2026-06-28·MU·analyst revision
priced inmedup

Wedbush and Rosenblatt raised price targets on Micron Technology (MU) citing rising AI memory demand (source).

Wedbush and Rosenblatt raised price targets on Micron Technology (MU) citing rising AI memory demand (source).

spilloverSK_HYNIXSAMSUNGNVDA
window 20devidence 35MU $983.12 / 45d n/a
2026-06-26·MU·earnings surprise
priced inhighup

Micron Technology reported a massive 15-fold surge in quarterly profits for Q3 2026, with its shares jumping as a...

Micron Technology reported a massive 15-fold surge in quarterly profits for Q3 2026, with its shares jumping as a result.

spilloverNVDAAMDSK_HYNIXTSM
window 10devidence 4MU $983.12 / 45d n/a
2026-06-25·MU·earnings surprise
priced inhighup

Micron Technology reported a record Q3 FY2026 that quadrupled revenue and delivered a blowout sales forecast,...

Micron Technology reported a record Q3 FY2026 that quadrupled revenue and delivered a blowout sales forecast, reigniting the AI trade globally.

spilloverSK_HYNIXSAMSUNGNVDAAMDTSMMSFTMETAGOOGL+1
window 15devidence 121MU $983.12 / 45d n/a
2026-06-24·MU·earnings surprise
not priced inmeddown

Micron (MU) shares fell sharply on June 23-24, 2026, losing 13% in a single session as a broad tech sell-off hit...

Micron (MU) shares fell sharply on June 23-24, 2026, losing 13% in a single session as a broad tech sell-off hit semiconductor stocks ahead of the company's highly anticipated earnings report.

spilloverNVDAAMDSK_HYNIXSAMSUNGTSM
window 5devidence 103MU $983.12 / 45d n/a
2026-06-20·MU·memory capacity expansion
priced inmedup

Micron (MU) has selected Bechtel for the first phase of its New York semiconductor complex, a major step in expanding...

Micron (MU) has selected Bechtel for the first phase of its New York semiconductor complex, a major step in expanding U.S. memory capacity (source 62).

spilloverSK_HYNIXSAMSUNGNVDAAMDTSMMSFTMETAGOOGL+2
window 30devidence 75MU $983.12 / 45d n/a
2026-06-09·MU·partnership
not priced inlowdown

A Digitimes report ( indicates Nvidia has formed a pact with SK Hynix, sharpening the memory race with Samsung and...

A Digitimes report ( indicates Nvidia has formed a pact with SK Hynix, sharpening the memory race with Samsung and Micron.

spilloverSK_HYNIXSAMSUNGNVDA
window 45devidence 3MU $983.12 / 45d n/a
2026-06-07·MU·pricing change
priced inmedup

At Computex 2026, memory vendors reported that Chinese DRAM maker CXMT's DDR5 prices are matching those of Samsung, SK...

At Computex 2026, memory vendors reported that Chinese DRAM maker CXMT's DDR5 prices are matching those of Samsung, SK Hynix, and Micron, contradicting expectations of aggressive discounting.

spilloverSK_HYNIXSAMSUNGNVDAAMD
window 30devidence 34MU $983.12 / 45d n/a
2026-06-02·MU·new product launch
priced inlowup

On June 2, 2026, Micron (MU) announced its AI memory and storage roadmap at COMPUTEX 2026, as reported by Digitimes...

On June 2, 2026, Micron (MU) announced its AI memory and storage roadmap at COMPUTEX 2026, as reported by Digitimes (source) and via a press release distributed by GlobeNewswire (source, source).

spilloverSK_HYNIXSAMSUNGNVDAAMDMSFTMETAGOOGLORCL
window 60devidence 5MU $983.12 / 45d n/a
2026-05-30·MU·automotive memory demand shift
priced inlowup

According to a Digitimes report ( Micron is leading the automotive memory market as demand for memory in vehicles...

According to a Digitimes report ( Micron is leading the automotive memory market as demand for memory in vehicles increases.

spilloverSK_HYNIXSAMSUNG
window 45devidence 2MU $983.12 / 45d n/a
2026-05-29·MU·competitive product sample
not priced inlowdown

On May 29, 2026, Yahoo Finance reported that Samsung Electronics has shipped samples of its HBM4E AI memory chips to...

On May 29, 2026, Yahoo Finance reported that Samsung Electronics has shipped samples of its HBM4E AI memory chips to customers (source).

spilloverSAMSUNGSK_HYNIXNVDAAMD
window 60devidence 101MU $983.12 / 45d n/a