By Tirthankar Chakraborty
Publication Date: 2026-02-25 20:00:00
Increasing demand for Micron Technology, Inc.’s MU high-performance memory chips and Oracle CorporationORCL’s cloud-based artificial intelligence (AI) databases 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 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 about Micron’s net income growth, forecasting revenue of between $18.3 billion for the second fiscal quarter of 2026…
