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Micron Stock in Focus Ahead of Earnings as DRAM Market Dynamics Shift
Micron Stock in Focus Ahead of Earnings as DRAM Market Dynamics Shift
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BTCCSquare news:
Micron Technology prepares to report fiscal Q3 earnings amid a 90% stock surge since April, with Stifel analyst Brian Chin anticipating strong F4Q guidance. The rally coincides with DDR4 spot price increases from $2 to $3-$4 per 1GB, though Micron plans to prioritize DDR5 production—representing just 10% of H2 sales.
HBM competition intensifies as Samsung reportedly reduces shipments, creating potential openings for Micron in the high-bandwidth memory sector. Market sentiment remains bullish on DRAM-exposed names, with opportunistic sales to non-specialty customers expected to capitalize on current pricing strength.
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