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 ...

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 ...