{"id":169467,"date":"2025-09-13T02:14:47","date_gmt":"2025-09-13T02:14:47","guid":{"rendered":"https:\/\/teknomers.com\/en\/we-thought-that-nvidia-was-the-company-that-gained-the-most-from-ai-micron-is-just-absurd\/"},"modified":"2025-09-13T02:14:47","modified_gmt":"2025-09-13T02:14:47","slug":"we-thought-that-nvidia-was-the-company-that-gained-the-most-from-ai-micron-is-just-absurd","status":"publish","type":"post","link":"https:\/\/teknomers.com\/en\/we-thought-that-nvidia-was-the-company-that-gained-the-most-from-ai-micron-is-just-absurd\/","title":{"rendered":"We thought that Nvidia was the company that gained the most from AI. Micron is just absurd."},"content":{"rendered":"\n
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Micron Achieves Historical Peak in Nasdaq Amid Unprecedented Chip Demand<\/h2>\n

Micron Technology<\/strong> is currently at historical maximums in the Nasdaq stock exchange, and it\u2019s clear why. The American manufacturer is reaping immense benefits from the burgeoning demands of artificial intelligence (AI)<\/strong> and data centers. As organizations increasingly pivot towards AI solutions, the demand for memory chips has skyrocketed, a situation that creates both opportunities and challenges. While this boom favors Micron economically, it poses potential drawbacks for customers and consumers.<\/p>\n

Analyst Praise for Micron<\/strong>. Recently, analysts at Citigroup have raised Micron’s target price from $150 to $175. The optimistic projection is based on insights that anticipated financial results would significantly exceed market consensus when they are announced on September 23. This is indicative of growing confidence in Micron’s ability to meet the high demands associated with the surge in AI-focused data processing.<\/p>\n

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\n
\n
\n \"Screen
\n \"Screen
\n Micron’s growth trajectory even outpaces that of Nvidia. Source: Bloomberg<\/span>\n <\/div>\n<\/p><\/div>\n<\/div>\n

Remarkable Stock Surge<\/strong>. In the past week, Micron’s shares experienced a dramatic rise, moving from approximately $125 to a closing price of around $150. Early indications showed it trading at $155 before market openings. Remarkably, the company’s stock has already surged by 81% this year, surpassing Nvidia’s growth rate of around 33% for the same period, despite Nvidia experiencing a noteworthy growth spike last year (approximately 170%). Other competitors in the semiconductor industry, such as Broadcom, SK Hynix, and TSMC, are also witnessing impressive growth rates of 55%, 91.88%, and 31% respectively.<\/p>\n

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\n
\n
\n \"Centers\"\/
\n \"Centers\"
\n Micron’s “Compute Networking” division corresponds to its data center segment, with sales now surpassing half of the previous quarter’s total. Source: Paul\/Note.<\/span>\n <\/div>\n<\/p><\/div>\n<\/div>\n

Focus on HBM Memory<\/strong>. Micron is heavily investing in the production of High Bandwidth Memory (HBM)<\/strong>, which is increasingly utilized in graphics processing units (GPUs) and essential for AI acceleration in data centers. Analysts note that HBM’s enhancing role, along with its relation to the AI segment, is becoming a substantial part of Micron’s operational portfolio. With this focus, Micron is positioning itself strategically to meet the rising needs of an AI-driven market.<\/p>\n

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Anticipated Price Increases<\/strong>. According to analysts at Citi, the workloads associated with AI inference require more DRAM and NAND memory, resulting in a demand that is threatening to outpace supply. This disparity between demand and supply provides Micron with a unique opportunity to potentially raise prices. It is expected that this adjustment would be a direct response to the intensified demand for memory chips.<\/p>\n

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\n
\n
\n
\n \"LG\n <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n

Expected Price Increases Range from 20% to 30%<\/strong>. Recent reports from Trendforce indicate that Micron has informed its distribution channels of an impending price increase of up to 30% on several storage products. The revisions include DDR4<\/strong>, DDR5<\/strong>, LPDDR4<\/strong>, and LPDDR5<\/strong> memory types. Furthermore, sources confirm that all prices agreed upon with customers will be void, and the current quotations for these products will be suspended for approximately a week, highlighting a significant shift in the pricing ecosystem.<\/p>\n

Prices will also sharply increase for automotive industry chips, which are predicted to rise by approximately 70%. This strategy demonstrates Micron’s anticipatory response to the increasingly competitive landscape of memory chip manufacturing and the growing influence of AI on the market.<\/p>\n

<\/p>\n

TMSC and Sandisk Join the Price Hike Trend<\/strong>. Not only is Micron adjusting its prices, but both TSMC and Sandisk have recently announced price increases as well, influenced by mounting demands from the AI sector, data centers, and mobile device markets. Reports indicate that Sandisk has raised prices by 10%, reflecting the pressure to maintain acceptable gross margins amid significant demand spikes. Analysts note that despite these increases, customers are showing signs of resistance, suggesting a potential backlog in demand versus supply dynamics in the memory market.<\/p>\n

As the demand for memory chips continues to surge, all eyes remain on industry leaders like Micron, TSMC, and Sandisk to navigate these price adjustments amidst evolving market conditions. The trajectory of their strategies will undoubtedly shape the landscape of memory manufacturing in the coming years.<\/p>\n<\/div>\n


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General News – 2<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Micron Achieves Historical Peak in Nasdaq Amid Unprecedented Chip Demand Micron Technology is currently at historical maximums in the Nasdaq stock exchange, and it\u2019s clear why. The American manufacturer is reaping immense benefits from the burgeoning demands of artificial intelligence (AI) and data centers. As organizations increasingly pivot towards AI solutions, the demand for memory […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36399],"tags":[1159,541,2241,42092,20230,1813],"class_list":["post-169467","post","type-post","status-publish","format-standard","hentry","category-technology","tag-absurd","tag-company","tag-gained","tag-micron","tag-nvidia","tag-thought"],"_links":{"self":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/169467","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/comments?post=169467"}],"version-history":[{"count":0,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/169467\/revisions"}],"wp:attachment":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/media?parent=169467"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/categories?post=169467"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/tags?post=169467"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}