NVDA+2.54%AVGO-0.57%VRT+3.67%ANET+1.91%DLR-0.52%ETN+0.65%EQIX+0.63%PWR+0.47%AMD+1.83%TSM+0.95%SMCI+5.78%CEG+1.74%MSFT+0.68%COHR+4.07%DELL+2.06%MRVL+3.63%NVDA+2.54%AVGO-0.57%VRT+3.67%ANET+1.91%DLR-0.52%ETN+0.65%EQIX+0.63%PWR+0.47%AMD+1.83%TSM+0.95%SMCI+5.78%CEG+1.74%MSFT+0.68%COHR+4.07%DELL+2.06%MRVL+3.63%

MU

Semiconductors & Equipment

Micron Technology

$97.60
+1.45 (+1.51%)
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Key Statistics

Market Cap
$108B
P/E Ratio
22.4
52-Week High
$157.54
52-Week Low
$79.15
52-Week Range
$79
$158

62.0% of 52W high · +23.3% above 52W low

AI Infrastructure Thesis

Leading supplier of HBM (High Bandwidth Memory) chips critical for AI GPUs. Every NVIDIA H100/B200 requires HBM stacks. Memory is a key bottleneck in AI infrastructure scaling.

Company Overview

Micron produces memory and storage solutions including DRAM, NAND, and HBM. Its high-bandwidth memory products are essential components in AI accelerator packages.