Browsing Tag
Sanjay Mehrotra
6 posts
Why Micron’s GM agreement matters for MU stock and software-defined vehicle platforms
Micron’s GM supply agreement strengthens MU’s automotive memory story as software-defined vehicles, ADAS and in-cabin AI drive chip demand.
Micron (NASDAQ: MU) revenue quadruples to $41.5bn as AI memory shortage drives record margins
Micron revenue quadrupled to $41.46 billion as AI memory demand drove record margins and $100 billion in contracts. Read what comes next for $MU now.
MU stock surges 15% on record Micron Q3 revenue and HBM4 ramp
Micron Technology NASDAQ MU beats Q3 estimates with $41.46B revenue as 16 Strategic Customer Agreements lock in $100B and HBM4 ramps. Read full analysis.
Micron Technology ($MU) joins the $1tn club as analysts split over whether memory has changed forever
Micron Technology, UBS, Timothy Arcuri, Susquehanna, Mehdi Hosseini, SK Hynix, Samsung, Sanjay Mehrotra, Nvidia, Counterpoint, Nasdaq
Why Micron Technology’s $2.75bn India bet is about a lot more than making chips
Micron Technology opens India's first semiconductor assembly plant in Sanand with a $2.75B investment. What it means for AI supply chains and MU stock. Read more.
Micron to invest $100bn in new semiconductor fabrication facility in Clay
Micron Technology, an American manufacturer of memory, has announced plans to invest up to $100 billion to build…