By Unknown
Publication Date: 2026-02-25 21:16:00
Increasing demand for Micron Technology, Inc.’S MU High-performance memory chips and Oracle Corporation‘S ORCL Cloud-based databases with artificial intelligence (AI) support growth. But Micron’s higher profitability, lower financial risk, and less volatile partnerships could make it a slightly more attractive investment. Let’s look at the details.
Demand for Micron’s HBM chips is driving growth
Demand for Micron’s cutting-edge high-bandwidth memory (HBM) chips continues to rise as AI hyperscalers and data center operators increase their spending on AI infrastructure. As a result, HBM chips are facing supply constraints, and this imbalance between demand and supply is expected to strengthen Micron’s pricing power, boost profit margins and drive up its stock price.
Micron CEO Sanjay Mehrotra confirmed that strong demand for HBM chips amid limited supply is expected to drive growth. Management remains confident in Micron’s net income growth and forecasts fiscal second quarter 2026…
