Mizuho Says Micron (MU) Cheap as Memory Demand Grows

Klein said that helium “could not beryllium much bullish connected DRAM and Memory wide disconnected this AI CPU acceleration narrative/chase.” These comments travel astatine a clip erstwhile manufacture information shows tightening proviso conditions. Supply is not keeping up with request and nary caller proviso is expected until the 2nd fractional of 2027. As a result, prices are expected to rise.

High Bandwidth Memory (HBM), a benignant of DRAM utilized successful AI accelerators, is besides seeing beardown demand, with a 3-to-1 commercialized ratio. Klein besides pointed retired that CPUs cannot run RAM. He noted that “they spell manus successful hand. So a batch much server (or adjacent lawsuit CPUs) means a batch much DRAM implicit time.”

Looking astatine NAND stocks, Klein noted that Micron Technology, Inc. (NASDAQ:MU) is among the stocks that are “way cheaper.” He added that Micron Technology, Inc. (NASDAQ:MU) is “crazy cheap,” trading astatine astir 3 to 4 times buy-side EPS.

Micron Technology, Inc. (NASDAQ:MU) is simply a starring semiconductor exertion institution that is known for its innovative representation and retention solutions. The institution offers a portfolio of high-performance DRAM, NAND, and NOR representation and retention products.

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