UMC is also following to upwar

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05-27 23:09

UMC is also following to upward momentum

Micron Stock Keeps Going. The Logic Behind the Memory-Chip Maker's Huge Gains

Micron Technology stock was gaining on Wednesday as it built on its surge from the previous day. Memory chips are the hottest play on artificial-intelligence hardware.The stock rose 19% on Tuesday,...

Micron Stock Keeps Going. The Logic Behind the Memory-Chip Maker's Huge Gains

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":568886518522816,"tweetId":"568886518522816","gmtCreate":1779894597205,"gmtModify":1779894741225,"author":{"id":4112962014199552,"idStr":"4112962014199552","authorId":4112962014199552,"authorIdStr":"4112962014199552","name":"MGoh","avatar":"https://community-static.tradeup.com/news/c97d3e7737bbe5d89f83ed38218bda1e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>UMC is also following to upward momentum&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>UMC is also following to upward momentum&nbsp;</p></body></html>","text":"UMC is also following to upward momentum","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/568886518522816","repostId":2638884689,"repostType":2,"repost":{"id":"2638884689","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779892570,"share":"https://ttm.financial/m/news/2638884689?lang=en_US&edition=fundamental","pubTime":"2026-05-27 22:36","market":"sh","language":"en","title":"Micron Stock Keeps Going. The Logic Behind the Memory-Chip Maker's Huge Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2638884689","media":"Dow Jones","summary":"Micron Technology stock was gaining on Wednesday as it built on its surge from the previous day. Memory chips are the hottest play on artificial-intelligence hardware.The stock rose 19% on Tuesday,...","content":"<html><head></head><body><p style=\"text-align: left;\">Micron Technology stock was gaining on Wednesday as it built on its surge from the previous day. Memory chips are the hottest play on artificial-intelligence hardware.</p><p style=\"text-align: left;\">The stock rose 19% on Tuesday, fueled by a research note from UBS which raised its price target for Micron to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.</p><p style=\"text-align: left;\">What&#39;s good news for Micron is also being taken as good news for <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>, which closed 9.3% higher in local trading on Wednesday, bringing the South Korean firm&#39;s market capitalization to 1.599 quadrillion won, equivalent to $1.061 trillion.</p><p style=\"text-align: left;\">Both companies have recorded huge gains and soaring profits over the past 12 months, fueled by AI spending. And there&#39;s reason to think the surge can last for a while yet.</p><p style=\"text-align: left;\">Despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. That compares with a 22 times forward multiple for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, and 52 times for Advanced Micro Devices. SK Hynix is even cheaper at around 6.9 times forward earnings, according to FactSet.</p><p style=\"text-align: left;\">&#34;We&#39;re not seeing the type of P/E surge you&#39;d expect given the rallies, because earnings are rising faster than the share prices (notably, this is just what we saw with semiconductors starting three years ago),&#34; wrote analysts at Sevens Report in a research note.</p><p style=\"text-align: left;\">American investors could soon have the pick of both companies. SK Hynix has filed an application to list American depositary receipts with the Securities and Exchange Commission. Although the timing isn&#39;t confirmed, reports point to a June or July time frame. The size and pricing of the listing haven&#39;t been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.</p><p style=\"text-align: left;\">&#34;While the gains have been extreme in the near term, the reality is they are being fueled by insatiable demand that likely won&#39;t end unless the hyperscalers abandon the AI data center buildout (and that&#39;s not likely to happen in the next 12-18 months),&#34; wrote the Sevens Report analysts.</p><p style=\"text-align: left;\">The key for continued gains will be spending on AI servers which need high-bandwidth memory, or HBM, to support the processing of huge amounts of data. HBM is a specialized form of dynamic random-access memory, or DRAM, with other variants also required. At the same time, the latest AI servers also require NAND flash memory to store large data sets.</p><p style=\"text-align: left;\">Because HBM is resource-intensive -- each unit needs roughly three times the semiconductor wafer capacity of standard memory -- expanding supply reduces production of other memory types and drives prices higher across the sector.</p><p style=\"text-align: left;\">Micron, SK Hynix and their peer <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> are now signing long-term supply agreements with big customers, which could help cement higher margins.</p><p style=\"text-align: left;\">Melius Research analyst Ben Reitzes argues as much as 50% of Micron&#39;s new supply could be locked in via longer-term agreements next year.</p><p style=\"text-align: left;\">&#34;Our checks indicate these agreements are gaining ground since memory is &#39;the biggest bottleneck of all time&#39; in AI. The more you use it, the better AI gets,&#34; Reitzes wrote in a research note.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Stock Keeps Going. The Logic Behind the Memory-Chip Maker's Huge Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Stock Keeps Going. The Logic Behind the Memory-Chip Maker's Huge Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-27 22:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Micron Technology stock was gaining on Wednesday as it built on its surge from the previous day. Memory chips are the hottest play on artificial-intelligence hardware.</p><p style=\"text-align: left;\">The stock rose 19% on Tuesday, fueled by a research note from UBS which raised its price target for Micron to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.</p><p style=\"text-align: left;\">What&#39;s good news for Micron is also being taken as good news for <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>, which closed 9.3% higher in local trading on Wednesday, bringing the South Korean firm&#39;s market capitalization to 1.599 quadrillion won, equivalent to $1.061 trillion.</p><p style=\"text-align: left;\">Both companies have recorded huge gains and soaring profits over the past 12 months, fueled by AI spending. And there&#39;s reason to think the surge can last for a while yet.</p><p style=\"text-align: left;\">Despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. That compares with a 22 times forward multiple for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, and 52 times for Advanced Micro Devices. SK Hynix is even cheaper at around 6.9 times forward earnings, according to FactSet.</p><p style=\"text-align: left;\">&#34;We&#39;re not seeing the type of P/E surge you&#39;d expect given the rallies, because earnings are rising faster than the share prices (notably, this is just what we saw with semiconductors starting three years ago),&#34; wrote analysts at Sevens Report in a research note.</p><p style=\"text-align: left;\">American investors could soon have the pick of both companies. SK Hynix has filed an application to list American depositary receipts with the Securities and Exchange Commission. Although the timing isn&#39;t confirmed, reports point to a June or July time frame. The size and pricing of the listing haven&#39;t been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.</p><p style=\"text-align: left;\">&#34;While the gains have been extreme in the near term, the reality is they are being fueled by insatiable demand that likely won&#39;t end unless the hyperscalers abandon the AI data center buildout (and that&#39;s not likely to happen in the next 12-18 months),&#34; wrote the Sevens Report analysts.</p><p style=\"text-align: left;\">The key for continued gains will be spending on AI servers which need high-bandwidth memory, or HBM, to support the processing of huge amounts of data. HBM is a specialized form of dynamic random-access memory, or DRAM, with other variants also required. At the same time, the latest AI servers also require NAND flash memory to store large data sets.</p><p style=\"text-align: left;\">Because HBM is resource-intensive -- each unit needs roughly three times the semiconductor wafer capacity of standard memory -- expanding supply reduces production of other memory types and drives prices higher across the sector.</p><p style=\"text-align: left;\">Micron, SK Hynix and their peer <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> are now signing long-term supply agreements with big customers, which could help cement higher margins.</p><p style=\"text-align: left;\">Melius Research analyst Ben Reitzes argues as much as 50% of Micron&#39;s new supply could be locked in via longer-term agreements next year.</p><p style=\"text-align: left;\">&#34;Our checks indicate these agreements are gaining ground since memory is &#39;the biggest bottleneck of all time&#39; in AI. The more you use it, the better AI gets,&#34; Reitzes wrote in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","MUD":"1倍做空MU ETF-Direxion","MU":"美光科技","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","MULL":"2倍做多MU ETF-GraniteShares","BK4579":"人工智能","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4588":"碎股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4605":"半导体精选","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Memory chips are the hottest play on artificial-intelligence hardware.The stock rose 19% on Tuesday, fueled by a research note from UBS which raised its price target for Micron to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.What's good news for Micron is also being taken as good news for SK Hynix, which closed 9.3% higher in local trading on Wednesday, bringing the South Korean firm's market capitalization to 1.599 quadrillion won, equivalent to $1.061 trillion.Both companies have recorded huge gains and soaring profits over the past 12 months, fueled by AI spending. And there's reason to think the surge can last for a while yet.Despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. That compares with a 22 times forward multiple for Nvidia, and 52 times for Advanced Micro Devices. SK Hynix is even cheaper at around 6.9 times forward earnings, according to FactSet.\"We're not seeing the type of P/E surge you'd expect given the rallies, because earnings are rising faster than the share prices (notably, this is just what we saw with semiconductors starting three years ago),\" wrote analysts at Sevens Report in a research note.American investors could soon have the pick of both companies. SK Hynix has filed an application to list American depositary receipts with the Securities and Exchange Commission. Although the timing isn't confirmed, reports point to a June or July time frame. The size and pricing of the listing haven't been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.\"While the gains have been extreme in the near term, the reality is they are being fueled by insatiable demand that likely won't end unless the hyperscalers abandon the AI data center buildout (and that's not likely to happen in the next 12-18 months),\" wrote the Sevens Report analysts.The key for continued gains will be spending on AI servers which need high-bandwidth memory, or HBM, to support the processing of huge amounts of data. HBM is a specialized form of dynamic random-access memory, or DRAM, with other variants also required. At the same time, the latest AI servers also require NAND flash memory to store large data sets.Because HBM is resource-intensive -- each unit needs roughly three times the semiconductor wafer capacity of standard memory -- expanding supply reduces production of other memory types and drives prices higher across the sector.Micron, SK Hynix and their peer Samsung Electronics are now signing long-term supply agreements with big customers, which could help cement higher margins.Melius Research analyst Ben Reitzes argues as much as 50% of Micron's new supply could be locked in via longer-term agreements next year.\"Our checks indicate these agreements are gaining ground since memory is 'the biggest bottleneck of all time' in AI. The more you use it, the better AI gets,\" Reitzes wrote in a research note.","news_type":1,"symbols_score_info":{"MUU":0.6,"MU":1.97,"MULL":0.6,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":9,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":34,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}