$Micron Technology(MU)$   Chiong chiong believe it will be up in longterm

$Micron Technology(MU)$  good to go

$Micron Solutions, Inc.(MICRD)$ Micron just crushed Q4 with $11.32 billion in revenue—smashing the $11.22 billion whisper number—and adjusted EPS of $3.03, leaving the $2.86 forecast in the dust. Net income exploded to $3.2 billion from last year's $887 million, fueled by insatiable AI demand for high-bandwidth memory chips that power data centers from Nvidia's beasts to hyperscale clouds. Guidance? A blockbuster 43% sequential revenue pop for Q1 FY2026, with gross margins hitting 39.5% thanks to optimized DRAM and NAND production. CEO Sanjay Mehrotra doubled down: "We're the only pure-play U.S. memory giant, and AI isn't slowing—it's accelerating." But here's the gut punch: shares dipped 2.5% to $161.71 post-earnings, barely budging from pre-rep

Key PointsAI Chip Demand Explodes: Chinese cloud service providers and AI chip manufacturers are accelerating the deployment of AI infrastructure, driving dual demand for both mature and advanced process chips. $SMIC(00981)$ SMIC stands to benefit directly: As China's largest and most technologically comprehensive foundry, SMIC will continue to secure incremental orders in areas such as AI inference and edge computing.Valuation Slightly Upward Revised: After raising 2028–2029 earnings forecasts, Goldman Sachs' target price is increased to HK$83.5, implying 13.8% upside potential.Valuation Logic Reassessment: Improved market expectations for the long-term growth of China's semiconductor sector have driven SMIC's forward price-to-earnings ratio up

$Micron Technology(MU)$  good next for 15b

$Micron Technology(MU)$  micron doing great in this quarter and the outlook also looks promising. Go go Micron

$Micron Technology(MU)$  I guess it will fall back after result is out.

Micron's Real Test: Can Soaring Memory Prices Lift Earnings? $Micron Technology(MU)$  , the leading U.S. memory chipmaker and the world's third-largest DRAM producer, is set to report its fiscal fourth-quarter 2025 earnings after the market closes on September 23, kicking off the latest earnings season for the semiconductor sector. Following a significant upward revision to its guidance, the market's attention is now focused on the progress of HBM4 and capacity bookings for the coming year, the sustainability of DRAM and NAND price hikes, and the demand outlook for the PC and mobile markets. Core Financial Indicators ~Revenue: Wall Street consensus expects $11.15 billion, a 44% year-over-year and 20% quarter-over-

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