Micron Added Over $1.2 Trillion In Market Cap In A Year — This Analyst Says The AI Memory Rally Has More Room To Run
In a note on Friday, Kindig argued that widespread shortages across high-bandwidth memory, conventional DRAM and NAND flash continue to give memory makers significant pricing power. Kindig said meaningful new memory supply is unlikely to arrive until 2028, pointing to expansion timelines from Micron as well as industry commentary from Samsung, SK Hynix, and SanDisk. … Read more