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| 13.01.26 20:00:00 |
Micron Has Tripled in 2025 - Still a Discounted Strong Buy |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Micron Technology, Inc.’s MU shares soared over 200% in 2025, emerging as one of the standout S&P 500 performers and easily outpacing Wall Street favorite NVIDIA Corporation NVDA. But does Micron still have room to grow, and is now the right time to invest? Let’s see –
Here’s Why Micron’s Rally Still Has Legs
Micron’s shares scaled northward in recent times, driven by robust quarterly performances as relentless demand for its high-bandwidth memory (HBM) chips surged. These chips are highly sought after due to their ability to process massive data workloads while significantly reducing power consumption.
Micron’s revenues for the fiscal first-quarter 2026 were $13.64 billion, up 56.8% year over year, and more than analysts’ expectations of around $12.88 billion, as cited in investors.micron.com. All four business segments posted revenue growth, with the coveted cloud memory business unit reporting sales of $5.28 billion, up a stellar 99.5% year over year. The strong revenue performance pushed Micron's non-GAAP net income to $5.48 billion, or $4.78 per diluted share, comfortably surpassing analysts’ expectations of $3.94.
Prediction Market powered by
But the surging demand for HBM chips shows no signs of slowing as it remains in short supply amid the AI infrastructure boom. This has reassured investors that Micron’s shares are well-positioned to climb higher, driven by the strong performance of its products. Micron, in fact, expects strong results for its fiscal second-quarter 2026, with revenues expected between $18.3 billion and $19.1 billion, and diluted earnings per share (EPS) estimated at $8.22 to $8.62.
The HBM market itself is expected to grow significantly, and that bodes well for Micron’s growth prospects. According to Market Growth Reports, the HBM market is anticipated to witness a CAGR of 25.5% to $7,721.41 million by 2035 from $1,516.31 million in 2026. Additionally, Micron reported a record cash flow of $3.9 billion in its fiscal first-quarter 2026, giving the company substantial resources to fuel future growth initiatives.
From a technical perspective, Micron’s shares are currently trading well above the long-term 200-day moving average (DMA) and the short-term 50 DMA, signaling an uptrend.Zacks Investment Research
Image Source: Zacks Investment Research
Micron Remains a Discounted Strong Buy
With Micron’s shares well-positioned to climb on strong demand for HBM chips and healthy cash flow positioning, it's prudent for astute investors to buy the stock now. And why not? The stock trading above key moving averages positions it for further gains amid the AI-driven memory boom.
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What’s more, Micron is still trading at a discount or remains undervalued. Micron’s forward price-to-earnings (P/E) ratio of 11.03 is less than the Computer-Integrated Systems industry’s average of 17.89. This makes it an alluring growth stock for investors without overpaying.Zacks Investment Research
Image Source: Zacks Investment Research
Currently, Micron has a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
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Micron Technology, Inc. (MU) : Free Stock Analysis Report
NVIDIA Corporation (NVDA) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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| 13.01.26 19:44:36 |
Semiconductor sales weaken in November, but NAND still a bright spot: MS |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
[AI microchip embedded in an intricate blue circuit board, advanced artificial intelligence, futuristic computing, and digital innovation. Big data transmission connection background 3d Rendering]
KanawatTH
Semiconductor sales softened a bit in November, though the memory market continued to shine, Morgan Stanley said, citing data from the industry's top trade group.
According to the Semiconductor Industry Association, sales during November rose 7.1% month-over-month, below Morgan Stanley's estimate of 10.4% growth, but above the 10-year average of 2.5% growth. Three month growth accelerated to 29.8% year-over-year, compared to 27.2%, the investment firm said. One month growth soared 29.5% year-over-year, Morgan Stanley added.
Breaking it down by region, Asia Pacific saw sales soar 71.9%, while China also saw a healthy gain of 28.9%. The Americas and Europe followed, as the regions saw 12.4% and 10.8% growth, respectively. Only Japan saw a decline, as the region saw a 5.6% contraction.
“We expect m/m bumpiness to continue to some degree, though the broader recovery remains intact and numbers come up due to memory pricing,” Morgan Stanley analysts, led by Joseph Moore, wrote in a note to clients. “SIA data broadly underperformed seasonality, with NAND a bright spot relative to other markets.”
Breaking it down by sector, discretes missed estimates, as the sector contracted 4.1% month-over-month, below Morgan Stanley's estimate of flat growth and below the 0.7% decline over the 10-year average. Units were above the 10-year average, at a decline of 0.5%, compared to a 1.8% decline, while the average selling price fell 4.6%, below the historical average of a 1.2% gain.
The analog portion of the market was also weak in November, as sales fell 4.4%, below the 3% decline Morgan Stanley was expecting and the 10-year historical average of a 3.2% decline. Units were below the 10-year average (down2.4%, compared to a 2% decline), while the average selling price fell 2.1%, below the 10-year average of a 1.2% decline.
Microcontrollers also missed estimates, down 7.3% month-over-month, compared to the analyst estimates of flat and the 0.6% decline over the 10-year historical average. Units fell 9.2%, compared to the 2.9% decline over the 10-year average, while the average selling price fell 2%, below the 10-year average of a 2.8% decline.
Microprocessor units were in-line with estimates, at down 0.3%, compared to the analyst estimate of flat and the 10-year historical average of flat.
Memory was mixed, as NAND outperformed seasonality, while dynamic random access memory moderated from what was seen as an “exceptional” October. NAND was above expectations and the 5-year average, at 47.3% month-over-month growth, compared to the analyst estimate of 40.8% and the 5-year historical average of 21.9% growth. Bits rose 37.8% month-over-month, while the average selling price growth was 6.9%, below the analyst estimate of 13.4% growth.
“While data center SSD markets are meaningfully constrained, we have seen some demand pulled forward in consumer markets anticipating supply tightness to come as supply moves to enterprise,” the analysts explained.
DRAM saw 18.9% month-over-month growth, below the 43.4% analyst estimate and 5-year historical average of 26.3% growth. Bits rose 18.2%, below the 36% analyst estimate, while the 0.6% uptick in the average selling price was below the 5.4% forecast.
“The context here is severe supply constraints forcing a more linear pattern — and prices moved materially higher in December,” the analysts explained.
Despite the slight dip in November sales, Morgan Stanley's analysts are still bullish on the semiconductor industry and said it favors certain parts and companies, including NXP Semiconductors (NXPI [https://seekingalpha.com/symbol/NXPI]) and Analog Devices (ADI [https://seekingalpha.com/symbol/ADI]).
“While we remain mindful that short-term data are likely to remain uneven, we have become incrementally more constructive as supporting data points accumulate, favoring companies with a combination of structural positioning and improving cyclical exposure, including NXPI and ADI,” the analysts wrote.
As for the AI trade, “direct beneficiaries” such as Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]), Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]), Micron (MU [https://seekingalpha.com/symbol/MU]), Sandisk (SNDK [https://seekingalpha.com/symbol/SNDK]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]) and MKS Inc. (MKSI [https://seekingalpha.com/symbol/MKSI]) should continue to see “robust demand.”
“With respect to AI, we continue to hold the view — unchanged from October — that strength in AI and improvements in the real economy are not mutually exclusive. AI demand is increasingly proliferating into analog, most notably through power applications, though we continue to see the more material step-up tied to 800V architecture deployment which is further out,” the analysts explained. “In the meantime, direct AI beneficiaries (NVDA, AVGO, ALAB, MU, SNDK, and SPE players AMAT and MKS) remain supported by robust demand dynamics that show little sign of slowing — even 'skyrocketing' per Nvidia at CES last week — reinforcing our view that exposure across both AI-linked and broad-based semiconductor recovery themes remains warranted.”
MORE ON SEMICONDUCTORS
* 44th Annual J.P. Morgan Healthcare Conference [https://seekingalpha.com/article/4859043-44th-annual-j-p-morgan-healthcare-conference]
* NVIDIA Corporation (NVDA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript [https://seekingalpha.com/article/4859007-nvidia-corporation-nvda-presents-at-44th-annual-j-p-morgan-healthcare-conference-transcript]
* NVIDIA Corporation (NVDA) Discusses Rubin and Blackwell Performance Advancements and TPU Comparisons Transcript [https://seekingalpha.com/article/4858585-nvidia-corporation-nvda-discusses-rubin-and-blackwell-performance-advancements-and-tpu]
* Intel, AMD lead in daily gains as most semiconductor stocks show mixed action [https://seekingalpha.com/news/4538865-intel-amd-lead-in-daily-gains-as-most-semiconductor-stocks-show-mixed-action]
* China approves tech companies buying Nvidia H200 GPUs in some cases: report [https://seekingalpha.com/news/4538859-china-approves-tech-companies-buying-nvidia-h200-gpus-in-some-cases-report]
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| 13.01.26 17:00:04 |
Micron (MU) Is Up 9.41% in One Week: What You Should Know |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Micron (MU), a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Micron currently has a Zacks Rank of #1 (Strong Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?
Let's discuss some of the components of the Momentum Style Score for MU that show why this chipmaker shows promise as a solid momentum pick.
A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For MU, shares are up 9.41% over the past week while the Zacks Computer - Integrated Systems industry is up 1.61% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 45.63% compares favorably with the industry's 0.05% performance as well.
While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Shares of Micron have increased 67.27% over the past quarter, and have gained 263.84% in the last year. In comparison, the S&P 500 has only moved 6.77% and 21.08%, respectively.
Investors should also take note of MU's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now MU is averaging 29,824,522 shares for the last 20 days..
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Earnings Outlook
The Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with MU.
Over the past two months, 9 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost MU's consensus estimate, increasing from $17.17 to $31.36 in the past 60 days. Looking at the next fiscal year, 6 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom Line
Given these factors, it shouldn't be surprising that MU is a #1 (Strong Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Micron on your short list.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Micron Technology, Inc. (MU) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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| 13.01.26 16:39:22 |
Micron stock target lifted at Bank of America amid a robust pricing environment |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Investing.com -- Bank of America raised its price target on Micron to $400 from $300 per share in a note this week, citing stronger DRAM pricing and a favourable supply backdrop.
Analyst Vivek Arya maintained a Buy rating and said BofA is responding to “continued increase in DRAM spot price and still disciplined Samsung capex spend in CY26.”
According to BofA, the memory market is benefiting from a combination of rising demand and constrained near-term expansion.
The bank noted that while SK Hynix and Micron “have planned for substantial capex hikes this year,” the industry’s physical footprint remains a bottleneck. “
"Industry clean room space remains limited, with material equipment installation and volume production still likely 2-3 years away,” Arya wrote.
BofA stated that these constraints support a prolonged upcycle for memory, particularly as high-bandwidth memory (HBM) and data-center demand continue to build.
The bank’s new $400 price target is based on “3.0x CY27E P/B, or at the high-end of historical 0.8x-3.1x range given the ongoing memory upcycle,” which BofA believes is reinforced by “earnings expansion (upcycle + HBM/DC ramp).”
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| 13.01.26 16:16:00 |
SNDK Hits a 52-Week High: 3 Reasons Why the Stock is Worth Buying Now |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Sandisk SNDK shares hit a 52-week high of $395.16 on Jan. 12 and closed at $389.27. SNDK stock has jumped 816.3% over the past six-months, easily surpassing the broader Zacks Computer and Technology sector and the Zacks Computer- Storage Devices industry, which returned 20.1% and 94.7%, respectively, in the same period.
Sandisk shares are benefiting from a transformative shift in the NAND flash memory market, surging demand from artificial intelligence applications and the company's technological leadership in next-generation storage solutions.
The company has outperformed its peers, Western Digital WDC, Seagate STX and Micron Technology MU, over the same time frame, shares of which have returned 216.9%, 115.6% and 191.6%, respectively. Let us delve deeper and find out why the stock remains a buy.
SNDK Share Price PerformanceZacks Investment Research
Image Source: Zacks Investment Research
AI Infrastructure Buildout Supports SNDK's Prospects
The booming AI sector is creating massive opportunities for Sandisk. The company's advanced BiCS8 technology is proving to be a game-changer, already accounting for 15% of total bits shipped in the fiscal first quarter, with expectations to become the dominant technology in SNDK's production mix by fiscal year-end.
BiCS8 delivers high-capacity, power-efficient solid-state drives (SSDs), perfectly suited for AI applications requiring rapid processing of enormous data volumes. As rapid expansion continues in the AI space, investments in data centers and AI infrastructure are projected to surpass $1 trillion by 2030, creating substantial long-term demand for SNDK's products. The data center segment is experiencing remarkable momentum, with revenues reaching $269 million in the fiscal first quarter, up 26% sequentially. SNDK projects data center demand will surge in the mid-40% range this year, significantly exceeding earlier projections.
Major cloud customers are showing strong interest in SNDK's Stargate product line, which focuses on storage-optimised SSDs. The company currently has two hyperscalers qualifying its 128-terabyte drives built on BiCS8 technology, with a third hyperscaler and a major storage equipment manufacturer lined up for 2026. This expanding customer base and deepening relationships with hyperscale operators are expected to enhance Sandisk's market position as it competes with Western Digital, Seagate and Micron Technology across enterprise storage solutions.
The Zacks Consensus Estimate for SNDK’s fiscal second-quarter EPS is pegged at $3.26, up by a penny over the past 30 days.
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Sandisk Corporation Price and ConsensusSandisk Corporation Price and Consensus
Sandisk Corporation price-consensus-chart | Sandisk Corporation Quote
PC Refresh Cycle and Edge Market Strength Aid SNDK's Demand
A robust PC upgrade cycle is creating significant opportunities for Sandisk as enterprises and consumers transition to Windows 11 while Windows 10 approaches its end-of-life milestone. Industry forecasts point to low-single-digit PC unit growth with mid-single-digit storage capacity increases per device in 2026. The integration of generative AI capabilities into PCs and smartphones is creating additional tailwinds, with smartphone capacity per device expected to grow in the high single digits in 2026 despite modest unit expansion. Edge computing revenues reached $1.39 billion in the fiscal first quarter, jumping 30% year over year.
SNDK is developing high-bandwidth flash technology to address emerging AI inference requirements across data center and edge applications. The company's technical advisory partnership with SK Hynix is facilitating customer engagement for inference workloads, opening new growth avenues beyond traditional storage.
The consumer segment is delivering solid momentum, with SNDK's partnership with Nintendo proving particularly successful. The co-branded Switch 2 microSD Express Card achieved over 900,000 unit sales in the fiscal first quarter. The company is strengthening its gaming presence through the launch of Sandisk microSD for ROG Xbox Ally. Consumer revenues reached $652 million in the fiscal first quarter, up 27% year over year. The Zacks Consensus Estimate for SNDK's fiscal 2026 revenues is pegged at $10.45 billion, indicating 42.07% year-over-year growth.
SNDK Trades at Attractive Valuation Despite Strong Rally
Despite the stock's impressive surge over the past six months, SNDK's valuation appears attractive relative to its growth prospects. The stock trades at 4.79x forward 12-month price-to-sales, below the broader sector multiple of 7.47x. While SNDK commands a premium to the Zacks industry average of 2.15x, this differential reflects the company's superior BiCS8 technology leadership, expanding data center presence and exposure to high-growth AI infrastructure spending.
Relative to peers, SNDK's multiples compare favourably with Western Digital at 5.66x and Seagate at 5.96x, while trading slightly below Micron Technology at 5.08x. With strong revenue expectations and earnings estimate revisions trending upward, SNDK's valuation appears reasonable.
SNDK's ValuationZacks Investment Research
Image Source: Zacks Investment Research
Conclusion
Sandisk is expected to benefit from strong demand for its BiCS8 technology, the ongoing PC refresh cycle and growing interest in high-bandwidth flash technology for AI inference applications. The company's expanding data center presence, robust consumer partnerships and favorable supply-demand dynamics in the NAND market position SNDK for sustained growth. These factors justify the stock's current valuation.
Sandisk currently sports a Zacks Rank #1 (Strong Buy) and a Growth Score of B, a favorable combination that offers a strong investment opportunity, per the Zacks Proprietary methodology. You can see the complete list of today's Zacks #1 Rank stocks here.
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Western Digital Corporation (WDC) : Free Stock Analysis Report
Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report
Micron Technology, Inc. (MU) : Free Stock Analysis Report
Sandisk Corporation (SNDK) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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| 13.01.26 16:05:00 |
Prediction: This Artificial Intelligence (AI) Chip Stock Will Outperform Nvidia in 2026 (Hint: It's Not AMD) |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Points
Chip stocks have been some of the biggest winners thanks to booming demand for generative AI. Rising AI workloads are fueling more demand for memory and storage solutions. Micron Technology specializes in high-bandwidth memory chips, which bodes well for the stock. 10 stocks we like better than Micron Technology ›
Prediction Market powered by
The rise of artificial intelligence (AI) has ushered in a generational growth wave for companies all across the technology arena. In particular, semiconductor stocks have been some of the greatest beneficiaries of generative AI development.
When it comes to chip stocks, companies such as Advanced Micro Devices, Broadcom, and Taiwan Semiconductor Manufacturing have witnessed outsized enthusiasm throughout the AI revolution. Of course, there is also the king of the chip realm -- Nvidia(NASDAQ: NVDA), which has seen its stock price rise by nearly 1,000% in just three years, propelling it to the most valuable company in the world.
However, rising competition in the graphics processing unit (GPU) industry as well as the proliferation of custom application-specific integrated circuits (ASICs) from cloud hyperscalers Amazon, Microsoft, and Alphabet is slowly starting to change the narrative around Nvidia from one of an unstoppable rally to a potential headwind directed straight at its data center empire.
Against this backdrop, I'm predicting that a new chip stock will emerge as the favorite among growth investors this year. Enter MicronTechnology(NASDAQ: MU), whose critical role in the AI chip landscape is only just beginning to enter the spotlight. Let's dig into the tailwinds that could fuel Micron's business in 2026 and assess why now looks like a no-brainer opportunity to buy the stock hand over fist.Image source: Micron Technology.
What could fuel Micron stock this year?
For nearly three years, semiconductor businesses all across the chip value chain have generally impressed investors each quarter when earnings season rolls around. One of the issues with gauging a company's health through the lens of an individual earnings report is that investors don't have much to work with in terms of what to expect going forward.
A deeper look at big tech's spending patterns should help shed some light on demand trends for AI accelerators, though.AMZN Capital Expenditures (TTM) data by YCharts.
Not only have the hyperscalers poured hundreds of billions of dollars into capital expenditures (capex) over the last three years, but each of these behemoths is actually accelerating their AI infrastructure budgets. According to research from Goldman Sachs, the big tech companies above are expected to spend nearly half-a-trillion dollars on AI infrastructure in 2026.
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On the surface, this is terrific news for GPU designers like Nvidia and AMD. Subtly, however, it may be even more lucrative news for Micron. Why is that? The key reason the hyperscalers are doubling down on AI capex is because workloads are becoming both larger and more complex. This dynamic is what fuels unrelenting demand for chip procurement from Nvidia and AMD. In other words, compute capacity is not optional -- it's a necessity.
But as data center build-outs scale, the hidden bottleneck is at the data movement layer: memory and storage systems. The explosion of AI workloads is going to increasingly require more investment in high-bandwidth memory (HBM) as well as dynamic random access memory (DRAM) and NAND solutions to keep GPUs fully operational. The intersection of memory and storage is Micron's bread and butter, making now an interesting time in the company's next growth arc.
Micron's valuation setup looks interesting
On a trailing-12-month basis, Micron has generated earnings per share (EPS) of roughly $10. According to Wall Street's consensus estimates, however, Micron's earnings power is expected to rise between threefold and fourfold over the next two fiscal years.MU EPS Diluted (TTM) data by YCharts.
Not only does this level of optimism validate Micron as a winner of the AI infrastructure era, it also implies that analysts are confident that the company will be able to strengthen its profitability profile.
Despite this robust outlook, Micron currently trades at a rather modest forward price-to-earnings (P/E) ratio of 10.6. If the company is able to execute on its growth roadmap, I think there is a high chance that Micron could be set up for meaningful valuation expansion.
If the company's forward P/E were to double to roughly 20 -- which is still relatively muted compared to adjacent AI chip stocks -- then Micron's share price could land in the $650 range. These are not unreasonable assumptions to buy into here.
In my eyes, Micron is on the precipice of its own "Nvidia" moment. I think Micron stock is dirt cheap right now and makes for a highly compelling buy-and-hold opportunity for investors with a long-term horizon.
Should you buy stock in Micron Technology right now?
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Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Goldman Sachs Group, Meta Platforms, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Prediction: This Artificial Intelligence (AI) Chip Stock Will Outperform Nvidia in 2026 (Hint: It's Not AMD) was originally published by The Motley Fool
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| 13.01.26 15:32:00 |
SK Hynix Plans $13 Billion Memory-Chip Plant. What It Means for Micron Stock. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
SK Hynix said Tuesday it will build an advanced facility for packaging and testing artificial-intelligence chips in Cheongju, south of Seoul. Memory chips have become an increasingly important component of AI accelerators. Micron is the chief rival of Samsung Electronics and SK Hynix in making HBM chips.
Continue Reading |
| 13.01.26 14:50:27 |
Memory supply crunch affects PC, smartphone, auto markets in 2026: KeyBanc |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
[Nvidia headquarters in Santa Clara, California, USA]
JHVEPhoto/iStock Editorial via Getty Images
The ongoing memory supply crunch due to insatiable data center demand will likely create risks across the PC, smartphone and automotive markets in 2026, according to KeyBanc.
"With data center bit growth expected at +50% in 2026, hyperscalers are securing significant DRAM and NAND supply, driving contract pricing up +25% in 1Q26 and +10-12% in 2Q26 for DRAM, and +20% and +10-15%, respectively, for NAND," said KeyBanc analysts John Vinh and Ryan Rosumny in an investor report. "Outside of the data center, fulfillment rates vs. forecasted demand are tracking at just 20-45%, leaving OEMs in PCs and smartphones struggling to secure capacity."
This is expected to cause PC unit shipments to decline from 5% to 10% throughout the year and smartphone units to decline by 3% to 5%. This could also prompt Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) and Samsung (SSNLF [https://seekingalpha.com/symbol/SSNLF]) to increase prices by $100 to $150 per device.
"Competition for LPDDR5X intensifies as NVDA's Vera CPU consumes 1.5TB per system (~20B Gb), equivalent to memory for 100M-150M smartphones (just under 10% of the smartphone market)," Vinh and Rosumny added.
These developments, however, prove positive for a range of semiconductor companies, such as Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]), Micron (MU [https://seekingalpha.com/symbol/MU]), Monolithic Power Systems (MPWR [https://seekingalpha.com/symbol/MPWR]), Marvell (MRVL [https://seekingalpha.com/symbol/MRVL]), Cirrus Logic (CRUS [https://seekingalpha.com/symbol/CRUS]), Lattice Semiconductor (LSCC [https://seekingalpha.com/symbol/LSCC]) and Analog Devices (ADI [https://seekingalpha.com/symbol/ADI]). However, they could be negatives for Qualcomm (QCOM [https://seekingalpha.com/symbol/QCOM]) and Arm (ARM [https://seekingalpha.com/symbol/ARM]).
KeyBanc increased Micron's price target to $450 from $325, Lattice to $95 from $85, and Analog Devices to $375 from $330.
MORE ON NVIDIA, MICRON, ARM AND BROADCOM
* Micron: Follow Insider And Trim Ahead Of Heavy Capital Outflows [https://seekingalpha.com/article/4859166-micron-follow-insider-and-trim-ahead-of-heavy-capital-outflows]
* Broadcom: Buy The Dip Or Regret It Forever [https://seekingalpha.com/article/4859148-broadcom-buy-the-dip-or-regret-it-forever]
* Why This 5% Drop In Qualcomm Is A Gift For Patient Investors [https://seekingalpha.com/article/4859152-why-this-5-percent-drop-in-qualcomm-is-a-gift-for-patient-investors]
* Arm's rating cut at BofA ahead of earnings results [https://seekingalpha.com/news/4538746-arms-rating-cut-at-bofa-ahead-of-earnings-results]
* Nvidia says no upfront payment needed for H200 chips [https://seekingalpha.com/news/4538644-nvidia-says-no-upfront-payment-needed-for-h200-chips---report]
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| 13.01.26 13:14:26 |
Wolfe names new AI chip stock as Best Idea after ’only’ 36% gain in 2025 |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Investing.com -- Wolfe Research named its top artificial intelligence pick for 2026 in a note Tuesday, arguing the chipmaker’s relative underperformance leaves room for further upside.
Analyst Chris Caso said Nvidia is being added to the Wolfe Alpha List, replacing Micron, even though “NVDA is up ‘only’ 36% over the past year,” which Wolfe said trails other AI-linked names.
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According to Caso, the stock lagged for three key reasons: “the late launch of Blackwell, concerns about the sustainability of AI spending in general, as well as concerns about share losses to custom AI solutions.”
But the firm believes those worries are fading as Nvidia’s product roadmap advances.
“Blackwell is now ramping fully, and Rubin is on time for 2H26 ramp,” Wolfe wrote, adding that Rubin offers “5x inference improvement vs. Blackwell.”
Nvidia’s recent outlook is said to point to “at least $40bn upside to CY26 consensus revenue,” with Caso noting that resumed H200 shipments to China would add further upside.
The firm also highlighted improving pricing power, saying it was “positively surprised by what we heard on pricing for Blackwell Ultra and Rubin,” which it views as evidence of Nvidia’s “competitive moat.”
Competition remains limited, Wolfe stated, arguing “Google’s TPU represents NVDA’s main competition,” while other custom platforms are not scaling at comparable speed.
Despite Nvidia’s strong performance, Wolfe feels the valuation “remains attractive at just 23x our CY26 EPS,” well below its five-year average.
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| 12.01.26 19:02:00 |
Warum ist der VanEck Semiconductor ETF im Jahr 2025 um fast 50 Prozent gestiegen? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung**
Der VanEck Semiconductor ETF (SMH) hat außergewöhnliche Renditen erzielt und das S&P 500 bei weitem übertroffen, indem er in der letzten Zeit fast verdreifacht wurde, vor allem aufgrund des boomenden Bereichs der künstlichen Intelligenz (KI). Während diese Leistung beeindruckend ist, hängt der zukünftige Erfolg des ETFs von mehreren Faktoren ab, die sowohl Chancen als auch potenzielle Risiken darstellen.
Der Haupttreiber der Outperformance des SMH war Micron Technology (MU), das einen bemerkenswerten Anstieg von 240,2 % verzeichnete, aufgrund der enormen Nachfrage nach DRAM- und NAND-Flash-Speicher, die durch den Aufbau der KI angeheizt wurde. Diese Nachfrage, die von Unternehmen wie Nvidia befeuert wurde, hat zu unübertroffen hohen Preisen für Speicherchips geführt, einem markt-ähnlichen Markt, der typischerweise anfällig für Volatilität ist. Der ETF hat strategisch Nvidia-Aktien verkauft, um seine 20%ige Gewichtung beizubehalten, was zu seinen Gewinnen beitrug.
Mehrere andere große Halbleiterunternehmen profitierten ebenfalls erheblich. Taiwan Semiconductor Manufacturing (TSMC) dominiert die Fertigung fortschrittlicher Chips, gefolgt von Broadcom (AVGO) und Advanced Micro Devices (AMD), die aufgrund ihrer Beteiligung am KI-Boom beeindruckende Wachstumsraten verzeichneten. Broadcom spielt insbesondere eine entscheidende Rolle, indem es die geistigen Eigentumsrechte (IP) bereitstellt, die es anderen Unternehmen ermöglichen, ihre eigenen KI-spezialisierten Chips zu entwerfen, wie z. B. die Gemini-Prozessoren von Alphabet.
Ausblickweise deutet der anhaltende Aufschwung der KI-Infrastruktur auf eine gute Positionierung dieser Unternehmen für nachhaltige Gewinne hin. Es gibt jedoch erhebliche Risiken. Die massiven Ausgaben von OpenAI (1,4 Billionen Dollar über acht Jahre) sind ein Hauptanliegen. Ein Rückgang der Wettbewerbsfähigkeit von OpenAI oder eine Veränderung der Finanzierung könnte den Sektor erheblich beeinträchtigen. Darüber hinaus ist der Fortschritt von generativen KI-Modellen nicht garantiert; eine Verlangsamung oder ein “Wand des Fortschritts” könnte das aktuelle Boom unterbrechen.
Trotz dieser Risiken ist die Meinung von Branchenanalysten, dass KI weiterhin skaliert und die Wirtschaft transformieren wird. Es wird erwartet, dass die Preise für Speicherchips weiterhin steigen werden, wobei DRAM voraussichtlich allein in diesem Quartal um 50 % oder mehr steigen und NAND-Flash-Preise voraussichtlich quartalsweise um 30-40 % steigen werden. Neue Angebote von Herstellern werden erst 2028 erwartet, was die aktuellen hohen Preise weiter unterstützt.
Die Analyse von The Motley Fool deutet darauf hin, dass der SMH das S&P 500 weiterhin übertreffen könnte, aber der ETF wurde nicht in ihre Top 10 Aktienempfehlungen aufgenommen. Dies verdeutlicht einen wichtigen Punkt: Der Erfolg des Sektors hängt intrinsisch von der anhaltenden Erfolgsgeschichte der KI ab, was einen potenziell volatilen Anlagehorizont schafft. |
