Micron Technology’s AI outlook: Can the rally continue?
Micron Technology has become one of 2025’s most closely watched semiconductor stocks, propelled by surging demand for AI memory and a string of record-breaking results. With a dominant position in high-bandwidth memory (HBM), strong partnerships with AI leaders, and a massive U.S. investment plan, Micron stands at the heart of the AI infrastructure boom. But after such a dramatic rally, investors are asking: can the momentum last, or are new risks emerging? Here’s a deep dive into the current landscape, drivers of Micron’s growth, looming challenges, and what the future may hold as the AI cycle evolves.
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