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Micron is looking to end the memory industry's boom-bust cycle.
"We feel like we have a transformation of our business that is happening in front of our eyes, and it's really being driven by … the demand trajectory that is incredibly strong and durable," Micron chief
blog.naver.com · 2026.06.25
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Michael Burry shorts AI chip stocks such as SK Hynix and Micron in July 2026
On Micron specifically, his case is simple. The stock is up 248% year to date and is now more extended above its 200-day moving average than at any
blog.naver.com · 2026.07.04
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휴머노이드 로봇 승자 찾기보다 확실한 투자: 메모리 반도체에 주목하라
Micron Is Positioned to Win"을 번역해 옮긴 것으로, 간단히 요약하면, 개별 로봇 제조사 승자 예측의 어려움 미국의 피규어 AI, 중국의 아지봇 등 수많은 기업이
blog.naver.com · 2026.08.13
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중국 반도체 굴기, 마이크론에 위협일까? CXMT 상장과 메모리 시장의 진짜 진실
간단 브리핑 이 글은 Benzinga의 "Exclusive: Why TEMA ETF is buying China’s memory champion without selling Micron"을
blog.naver.com · 2026.07.28
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Half the valuation of Micron. SK Hynix is heading to Wall Street — and here's why.
SK Hynix has officially kicked off its U.S. ADR listing process, distributing RFPs to major foreign investment banks to select an underwriter. A new share issua
blog.naver.com · 2026.03.24
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달라진 주가 흐름과 메모리 가격 하락 헷징에 나선 CoreWeave
어제 미국 증시 주요 기업들의 주가 흐름 메모리 반도체 및 스토리지 * Micron: -8.0% * SanDisk: -8.1% * SK하이닉스 ADR: -9.0% * Western CoreWeave: -3.5% * Nebius: +2.8% * IREN: -0.8% * Applied Digital: +2.0% AI cloud provider CoreWeave is
blog.naver.com · 2026.07.15
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SpaceX's near $3 trillion rally comes with one big catch: Chart of the Day
SpaceX is already trading like one of America's biggest companies. Its profits are not. For a company in its first few days of trading, that is the story.
blog.naver.com · 2026.06.17
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메모리 시장은 얼마나 집중되었을까? 한국, 미국, 그리고 글로벌 메모리 카르텔의 비밀 이야기
이 글은 Financial Times의 "How concentrated is the market behind Micron mania?"
blog.naver.com · 2026.07.08
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2026.6.25 - 마이크론, AI 수요에 실적·전망 예상 상회 / 중국 슈퍼컴퓨터 2위인 미 엘 카피탄 보다 22% 더 빠른 연산 속도
By Spencer Jakab June 24, 2026 6:38 am ET 13 hours ago Micron is America’s hottest stock, up 762% in
blog.naver.com · 2026.06.24
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Western Digital stock jumps as AI trade reignites
The firm's new price target is $650, up from $488. Western Digital, Micron Technology, and storage maker Sandisk were among 30 S&P 500 (^GSPC) stocks
blog.naver.com · 2026.06.17
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