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10.03.26 - 13:15
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Micron-Aktie: Ist sie der ultimative KI-Gewinner? (Sharedeals)
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Die Aktie von Micron Technology gehört zu den auffälligsten Gewinnern im Halbleitersektor. Trotz der starken Kursentwicklung seit dem Frühjahr 2025 sehen viele Marktbeobachter weiterhin erhebliches Potenzial, da zentrale Wachstumstreiber der Branche erst am Anfang stehen. Micron profitiert überproportional vom KI-Boom Micron Technology zählt zu den Unternehmen, die besonders stark von der aktuellen Welle rund um […]
The post Micron-Aktie: Ist sie der ultimative KI-Gewinner? first appeared on sharedeals.de....
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10.03.26 - 01:36
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Nanya Technology and Micron drive Acter′s 2026 revenue to rise over 30% (Digitimes)
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Industrial facilities provider Acter along with subsidiaries Nova Technology (Novatech), Rayzher, and its invested company Phoenix Silicon International (PSI) have steadily established key market bases in the US, Japan, and other regions. Acter spokesperson Jeff Liang stated that as of January 2026, the group holds orders exceeding NT$50 billion (US$1.6 billion), a new record up from NT$46.8 billion at the end of 2025, marking over 30% year-over-year growth....
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10.03.26 - 01:36
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Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays (Digitimes)
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The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans. Supply chain sources report a sharp order increase for 2026, driven not only by TSMC's large-scale expansions in Taiwan and the US but also by accelerated memory fab projects from Nanya Technology and Micron, alongside continuous growth in China's semiconductor output....
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09.03.26 - 21:54
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SanDisk (SNDK) Stock Soars 11.6% Today: Micron Technology (MU) and Western Digital (WDC) Also See Strong Gains (24/7 Wall St.)
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Monday was a strong day, to say the least, for memory and storage stocks. Shares of SanDisk (NASDAQ:SNDK), Micron Technology (NASDAQ:MU), and Western Digital (NASDAQ:WDC) all closed sharply higher, delivering a meaningful rebound after a volatile stretch for the sector. Following last week's memory stock selloff, SNDK stock was down 4.9% for the week, MU ... SanDisk (SNDK) Stock Soars 11.6% Today: Micron Technology (MU) and Western Digital (WDC) Also See Strong Gains
The post SanDisk (SNDK) Stock Soars 11.6% Today: Micron Technology (MU) and Western Digital (WDC) Also See Strong Gains appeared first on 24/7 Wall St.....
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09.03.26 - 17:42
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If You Haven’t Already Bought Micron, Here Are 300 Reasons Why You Should (24/7 Wall St.)
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Micron Technology (NYSE:MU) has delivered stunning returns for investors who got in early. The stock is up 185% over the last six months alone and has more than quadrupled in the past year. Despite this explosive run, Micron still trades at incredibly discounted valuations relative to its tremendous runway for growth in the artificial intelligence ... If You Haven't Already Bought Micron, Here Are 300 Reasons Why You Should
The post If You Haven't Already Bought Micron, Here Are 300 Reasons Why You Should appeared first on 24/7 Wall St.....
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09.03.26 - 15:48
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Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges (24/7 Wall St.)
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Wall Street is turning increasingly bullish on three AI infrastructure plays heading into a busy earnings stretch, with analysts raising price targets on Micron Technology (NASDAQ:MU), Oracle (NYSE:ORCL) and Semtech (NASDAQ:SMTC) on the back of accelerating AI infrastructure demand. The signal across all three names is directionally bullish, though the conviction levels and near-term setups ... Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges
The post Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges appeared first on 24/7 Wall St.....
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