Micron Technology

        2025.09.24
    
16:05

                            Micron Technology (MU.O) rose 1% in premarket trading after the company forecast first-quarter revenue above expectations.
                        
14:54

                            Samsung Electronics' global HBM market share dropped to third in the second quarter, surpassed by Micron
                        
                            Data released Wednesday showed that Samsung Electronics' share of the global high-bandwidth memory (HBM) chip market slipped to third place in the second quarter, while Micron Technology rose to second place. According to industry tracker Counterpoint Research, Samsung Electronics captured 17% of the global HBM chip market in the second quarter, trailing Micron's 21%. SK Hynix held first place with a 62% market share.
                        
12:08

                            JPMorgan Chase: Raised Micron Technology (MU.O) target price to $220, from $185 previously.
                        
10:55

                            Piper Jaffray: Raised Micron Technology (MU.O) price target to $200 from $165 previously.
                        
06:08

                            Micron Technology (MU.O) executives: The company does not expect any changes to the "CHIPS Act" funding.
                        
06:07

                            Micron Technology (MU.O) executives stated that HBM4 chip pricing in calendar year 2026 will be significantly higher than previous versions of HBM chips. The company will increase pricing to offset the higher costs of outsourcing chip production to TSMC, thereby maintaining HBM4E profit margins.
                        
04:31

                            Micron Technology (MU.O): Discussing HBM4 specifications and production volumes, and will reach an agreement in the coming months to sell the remaining HBM supply for 2026.
                        
04:28

                            Micron Technology: Demand driven by artificial intelligence is accelerating growth and DRAM supply is tightening
                        
                            Micron Technology said that demand driven by artificial intelligence is accelerating and DRAM supply is tightening.
                        
04:21

                            Micron Technology (MU.O): PC unit shipments are expected to grow by a mid-single-digit percentage in calendar year 2025.
                        
04:20

                            Micron Technology (MU.O): Our HBM share is expected to grow again and be in line with overall DRAM share in the calendar third quarter.
                        
04:19

                            Micron Technology (MU.O): Continued investment in HBM assembly and test positions us well to address growing HBM capacity demand through 2026.
                        
04:18

                            Micron Technology (MU.O): Capital expenditures for the first quarter are expected to be approximately $4.5 billion.
                        
04:06

                            Micron Technology's earnings report exceeded expectations
                        
                            Micron Technology's fourth-quarter revenue was $11.32 billion, compared to the market's expectation of $11.208 billion. Adjusted net profit was $3.469 billion, compared to the market's expectation of $3.158 billion.
                        
04:04

                            Micron Technology (MU.O) expects revenue of $12.5 billion and a gross margin of 50.5% in the first quarter of 2026.
                        
04:03

                            Micron Technology (MU.O) shares rose more than 5% in after-hours trading.

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