Market News / Story
Micron Stocks Edge Lower as 2027 Memory Peak Tests Record Margins
GuruFocus ·
GuruFocus reports: Micron Technology, the memory and high-bandwidth-memory producer , slipped approximately 0.17% to $1,062.12 at 10.25am on October 6 as investors weighed how long the memory boom can last. According to Barron's reporting, Citi's Atif Malik sees mid-2027 as an early possible peak for memory prices, with growing Chinese supply a concern. The question is sharp: how much of today's pricing power survives the next capacity wave? The latest results show why investors remain…