February 24, 2026 06:27 PM GMT Global Technology AI boosts NAND demand, but Asian module maker margins may soon compress We see challenges for module makers with constrained supply, margin normalization, and weakening consumer SSD demand amid higher NAND prices. Phison and Longsys to EW. Memory supercycle – unequal beneficiaries: AI demand and tight supply have sharply shifted bargaining power across memory. Consensus EPS for the memory supply chain is up 279% YoY, versus 37% for our global tech coverage. S ...

Core Insights - The storage chip industry is undergoing an unprecedented "power reversal," transitioning from a state of overcapacity and price collapse to becoming a strong price setter amid the AI boom [1][2] - Major storage companies are actively adjusting their product structures, shifting capacity from traditional memory chips to high-bandwidth memory (HBM) required by AI data centers, thus managing supply to reclaim market power [1][12] Group 1: Industry Dynamics - The AI data center demand has siphoned off most of the production capacity, leading to a significant supply chain crisis for consumer electronics and automotive industries [1][12] - Counterpoint predicts that the average global smartphone price will increase by approximately 6.9% by 2026 due to rising storage costs [1][15] Group 2: Historical Context - Micron announced a $100 billion investment plan in October 2022 to build the largest semiconductor manufacturing facility in U.S. history, expected to create around 50,000 jobs [3] - The previous upcycle in the storage industry began in 2020 due to increased demand from remote work and online learning, leading to a surge in PC shipments by 13.1% [4] Group 3: Price Fluctuations - In 2021, the price of DRAM and NAND chips rose significantly, with average inventory levels at historical lows [4][8] - The price of HDDs surged due to the popularity of the cryptocurrency Chia, which relies on hard drive space for mining [5] Group 4: Current Market Conditions - By 2023, the average selling price of DRAM continued to plummet, with some types experiencing quarterly shipment declines of 13% to 18% [8][11] - Samsung's operating profit fell by over 80% year-on-year, marking the lowest record since 2009, while Micron's revenue halved [11] Group 5: Strategic Shifts - As AI data center demand surged, major storage companies proactively reduced production of DDR4/DDR5 to allocate capacity to more profitable HBM [12][13] - By 2027, SK Hynix plans to allocate nearly 40% of its DRAM capacity to HBM, with similar strategies announced by Samsung and Micron [13] Group 6: Future Projections - The price of HBM3e is projected to be 4-5 times that of DDR5 server memory, with profits from HBM being 10 times higher than DDR4 [15] - The global HBM market is expected to reach $100 billion by 2028, up from $4 billion in 2023, indicating a significant shift in profitability [15] Group 7: Competitive Landscape - Other players in the storage market, such as Western Digital and Seagate, have seen stock prices increase significantly due to rising demand for HDDs from AI data centers [16] - Chinese manufacturers like Changxin Storage and Nanya Technology are expected to benefit from the shift in production focus towards less demanding segments [16] Group 8: Challenges Ahead - Despite positive market signals, storage giants remain cautious about overexpansion due to fears of demand fluctuations [17] - HBM production faces challenges such as lower yield rates and higher wafer consumption compared to traditional DRAM, which could lead to supply-demand imbalances [18]

BOISE, Idaho, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that it will hold its fiscal second quarter earnings conference call on Wednesday, Mar. 18, 2026, at 2:30 p.m. Mountain time. The call will be webcast live at http://investors.micron.com/. Webcast replays of presentations can be accessed from Micron’s Investor Relations website for approximately one year after the call. About Micron Technology, Inc.  Micron Technology, Inc. is an industry leader in innovativ ...

What if I told you there is an artificial intelligence (AI) semiconductor stock that has handily outperformed Nvidia, Advanced Micro Devices, Broadcom, and Taiwan Semiconductor Manufacturing over the last year? Shares of memory and storage chip specialist Micron Technology (NASDAQ: MU) have blasted 290% in just the past 12 months -- making it one of the premier technology stocks in the Nasdaq-100 index. Zooming out even further, Micron stock has soared more than 600% throughout the entire AI revolution. ...

本文源自：金融界AI电报 美股存储概念"收复失地"，闪迪转涨，此前一度跌超5%，推出新一代便携式固态硬盘产品组合；美光 科技涨超2%，希捷科技涨超1%。 ...

Micron Technology (MU) has carried its momentum into 2026, with shares climbing 49% year-to-date (YTD) and reaching a record high of $455.50. The rally reflects robust demand for the company’s memory and storage solutions, driven by accelerated spending on artificial intelligence (AI) infrastructure. At the same time, an improving pricing environment across the memory market, driven by supply constraints, has strengthened margins and enhanced the company’s earnings trajectory, supporting its share price. ...

Micron Technology ( MU ) remains the most competitive US manufacturer in the memory market, supporting the continuation of the supercycle and the development of network infrastructure. American products are important in the memory segmentMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment ana ...

Global Memory Tech Weekly theme: Rising optimism for 1Q/2Q ASPs and profits; lift global forecasts Industry Overview Memory sales likely to remain upbeat in 1Q and even 2Q Asian tech companies typically operate at reduced levels during the Lunar New Year holidays. Yet, we observed markedly different business activity this week vs Jan or a year ago, as our channel check indicates stronger chip orders, higher contract prices and more active new product development (12-13 Gbps HBM4, PCIe Gen5 eSSD, 1c node DRA ...

Group 1 - The local community group, Neighbors for a Better Micron, expresses concerns about the environmental impact of the project, particularly regarding potential pollution and the destruction of wetlands that are home to endangered species [1] - Micron promotes the project as beneficial for the region, committing to invest hundreds of millions of dollars in education, worker training, and affordable housing over the next two decades [2] - Micron claims to have conducted a thorough environmental review and plans to develop new wetlands to offset those that will be destroyed [2] Group 2 - A lawsuit has been filed by Neighbors for a Better Micron and Jobs to Move America against the project, arguing that the state permitting process was rushed and did not adequately consider public input [2]

作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，美光科技公司取得一项名为"集成组合件内的参考电压发生器"的专利，授权 公告号CN115116501B，申请日期为2021年11月。 ...