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Latest earnings reports from leading chip stocks signal that the expansion phase of the current chip cycle is ending. Micron Technology, Inc., as one of the most cyclical chip stock, faces large downsides due to its particular product mix. Memory semiconductors and storage hardware are among the most discretionary and commoditized items for the IT industry, in my view.
Micron (MU -3.43%) stock moved lower in Tuesday's trading -- a session that saw significant swings for major indexes. The company's share price fell 3.4% in the day's trading and had been down as much as 4.5% shortly after the market opened.
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Recently, Zacks.com users have been paying close attention to Micron (MU). This makes it worthwhile to examine what the stock has in store.
Micron's run-up got interrupted by the Edgewater Research report, putting a big fat warning about memory growth next year. While there is merit to the report, particularly the NAND weakness highlighted, the concerns about HBM are overblown by current visibility. DRAM, particularly HBM, has more moat to support upside, more so as ASIC-related HBM kicks in, estimated to surge +80% next year.
BOISE, Idaho, July 22, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), the only-U.S. based memory manufacturer, announced today that it is launching the industry's highest-density, radiation-tolerant single-layer cell (SLC) NAND product. With a die capacity of 256 gigabits (Gb), this product is the first in a portfolio that will include space-qualified NAND, NOR and DRAM solutions.
Micron delivered a strong FQ3 with better-than-expected bit shipments, pricing, and margins, signaling a somewhat surprising shift in the memory market environment, considering the prior earnings call tone. Guidance for FQ4 points to continued revenue and margin expansion, driven by tight inventories and constructive demand, especially in DRAM. The upcoming HBM4 transition and its higher pricing are set to provide tailwinds for FY26 and FY27, supporting a bullish long-term thesis and a fantastic outlook.
In today's video, I discuss recent updates affecting Micron Technology (MU 0.96%) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below.
MU rises 36% YTD, outpacing rivals as AI demand boosts memory chip sales, and its valuation still looks attractive.
The memory-chip maker's latest high-bandwidth memory chips make Micron look better positioned than peers, Mizuho analysts say.