Futures
Access hundreds of perpetual contracts
TradFi
Gold
One platform for global traditional assets
Options
Hot
Trade European-style vanilla options
Unified Account
Maximize your capital efficiency
Demo Trading
Introduction to Futures Trading
Learn the basics of futures trading
Futures Events
Join events to earn rewards
Demo Trading
Use virtual funds to practice risk-free trading
Launch
CandyDrop
Collect candies to earn airdrops
Launchpool
Quick staking, earn potential new tokens
HODLer Airdrop
Hold GT and get massive airdrops for free
Pre-IPOs
Unlock full access to global stock IPOs
Alpha Points
Trade on-chain assets and earn airdrops
Futures Points
Earn futures points and claim airdrop rewards
Micron Rallies as AI Memory Crunch Lifts Margins
Micron Rallies as AI Memory Crunch Lifts Margins
Faizan Farooque
Wed, February 18, 2026 at 8:26 AM GMT+9 1 min read
In this article:
MU
-2.89%
This article first appeared on GuruFocus.
Micron (MU, Financials) has climbed about 44% so far this year as accelerating artificial intelligence demand tightens supplies of high-bandwidth memory and server DRAM, boosting pricing power and profitability.
The corporation is spending a lot of money to increase production. Micron wants to spend approximately $50 billion to create two new chip facilities and make its Boise, Idaho, campus bigger.
The first one should start making silicon wafers in the middle of 2027, and both should be up and running by the end of 2028. Micron is also building a factory in Syracuse, New York, that will cost around $100 billion. The company is also looking for more capacity overseas, including a $9.6 billion project in Japan.
Micron executives say AI workloads are driving a step-change in memory requirements across systems powered by chips from Nvidia, AMD and Broadcom. As the company shifts toward higher-value products such as HBM, its gross margin has risen sharply and is projected to reach 68% this quarter, near levels seen at leading AI hardware vendors.
The company still faces the industry’s historical boom-and-bust risk, but management says some customers are seeking longer-term supply commitments as shortages persist.
Terms and Privacy Policy
Privacy Dashboard
More Info