Micron Expertise, Inc. (NASDAQ:MU) is among the Should-Watch AI Shares on Wall Avenue. On August 13, Wells Fargo expressed optimism in regards to the inventory stating that it’s assured in MU’s “capacity to attain / maintain its low / mid-20% HBM market share goal in 2H25”.
The agency considers Micron’s HBM4E logic die customization to be a key differentiator, making a “very completely different enterprise mannequin” the place key prospects would work with just one or two HBM suppliers on customized options.
“We stay assured in MU’s capacity to attain / maintain its low / mid-20% HBM market share goal in 2H25. We’d re-highlight MU’s on HBM4E logic die customization as driving a really completely different enterprise mannequin; believing that key prospects would seemingly work w/ only one or 2 HBM suppliers on these customized options. HBM4E appears to be a 2027+ story. MU additionally identified its favorable place of using its very mature 1b DRAM course of node w/ HBM4, whereas others (Samsung) are transferring to a 1c course of.”
Micron Expertise, Inc. (NASDAQ:MU) develops and sells reminiscence and storage merchandise for knowledge facilities, cell units, and numerous industries worldwide.
Whereas we acknowledge the potential of MU as an funding, we consider sure AI shares supply better upside potential and carry much less draw back danger. In case you’re in search of a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring development, see our free report on the finest short-term AI inventory.
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