Micron’s AI Memory Capacity Fully Booked Through 2026

Memory chip manufacturer Micron Technology has delivered a significant announcement during the Thanksgiving period, revealing that its entire production capacity for High Bandwidth Memory (HBM)—a critical component powering advanced artificial intelligence systems—is completely sold out through the end of 2026. This positions the company with a substantial revenue buffer for the coming two years, even as competitors vie for market position. Following a recent share price decline, could this news provide the catalyst for a year-end rally?

After experiencing what traders described as a “flash crash” in mid-November—where shares plummeted 23% over several days, falling below the $200 threshold—Micron’s stock has demonstrated a remarkable rebound. The equity has since Read more...