Micron Technology Inc.
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recent signals
Counterpoint data published by CNBC on Aug. 13 shows YMTC (Yangtze Memory Technologies) overtook Micron in Q2 2026...
Counterpoint data published by CNBC on Aug. 13 shows YMTC (Yangtze Memory Technologies) overtook Micron in Q2 2026 global NAND shipments, taking third place with 14% share behind Samsung and SK hynix. NAND is roughly one-fourth of Micron's revenue, and YMTC still trails in...
Multiple reports on 2026-08-08 indicate that memory supply remains tight and prices are heading higher, a direct...
Multiple reports on 2026-08-08 indicate that memory supply remains tight and prices are heading higher, a direct tailwind for Micron (MU).
On August 7, 2026, Citi slashed its Micron price target citing memory risks, and Micron shares fell, according to Yahoo...
On August 7, 2026, Citi slashed its Micron price target citing memory risks, and Micron shares fell, according to Yahoo Finance.
On July 24, 2026, Mizuho Markets Americas LLC lowered its holdings in Micron Technology (MU), as reported in a...
On July 24, 2026, Mizuho Markets Americas LLC lowered its holdings in Micron Technology (MU), as reported in a regulatory filing (Source 41).
On July 23, 2026, Digitimes reported that Tesla named Micron, along with TSMC and Samsung, as key partners for the...
On July 23, 2026, Digitimes reported that Tesla named Micron, along with TSMC and Samsung, as key partners for the scale-up of its Optimus humanoid robot.
Micron has signed a 10-year agreement with GlobalWafers for 12-inch (300mm) silicon wafers, according to a Digitimes...
Micron has signed a 10-year agreement with GlobalWafers for 12-inch (300mm) silicon wafers, according to a Digitimes report source.
Two separate reports indicate that ChangXin Memory Technologies (CXMT) is rapidly expanding DRAM production capacity...
Two separate reports indicate that ChangXin Memory Technologies (CXMT) is rapidly expanding DRAM production capacity and could match Micron's output by the end of 2026.
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.
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.
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.
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.
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.
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.
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.
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.
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...
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.
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).
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.
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.