Direxion Daily MU Bull 2X Shares(MUU.US)

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Micron announces the construction of a new NAND factory, with a total investment of $24 billion

To address the supply tightness of storage chips driven by artificial intelligence, Micron announced that it will invest an additional $24 billion in Singapore over the next decade to build a new NAND flash wafer factory. Singapore is currently one of Micron's important NAND production bases, and in early 2025, Micron announced an investment of $7 billion in Singapore over the next few years

Wallstreetcn·
US
MU
+6.29%
Wallstreetcn·
US
MU
+6.29%

Micron warns: The storage chip shortage triggered by AI is "unprecedented" and will last until after 2026

Micron Technology warns that the high-end storage chip shortage triggered by AI is "unprecedented." HBM capacity has been heavily occupied by AI accelerators, impacting the shipments of traditional consumer electronics such as smartphones and PCs, leading several manufacturers to lower their targets for next year. To ensure supply for strategic customers like NVIDIA, Micron has halted production of consumer-grade memory brands and accelerated expansion

Wallstreetcn·
US
SOXL
+8.08%
US
SOXX
+2.74%
US
SMH
+2.47%
Wallstreetcn·
US
SOXL
+8.08%
US
SOXX
+2.74%
US
SMH
+2.47%

Storage Frenzy! Goldman Sachs January Channel Survey: DRAM Prices Face Strong Rise Recently

Goldman Sachs report indicates that the spot price of DRAM has a huge premium relative to the contract price (up to 172% for DDR4), suggesting that contract prices will be forced to rise significantly. The continued strong demand for AI servers, the explosive revenue growth of major manufacturers, and signals that customers are accepting more aggressive price increases all indicate that the "super cycle" of memory chips is accelerating

Wallstreetcn·
US
XSD
+1.62%
US
SMH
+2.47%
US
WDC
+5.81%
Wallstreetcn·
US
XSD
+1.62%
US
SMH
+2.47%
US
WDC
+5.81%

Micron reportedly increases memory chip production capacity in Singapore to address global supply shortages

Micron Technology plans to increase its memory chip production capacity in Singapore to address the global memory shortage, with an official announcement expected as early as Tuesday. This investment will focus on NAND flash memory, with approximately 98% of Micron's flash memory chips currently produced in Singapore. Micron has announced a $7 billion investment to build an advanced packaging plant for high-bandwidth memory, expected to be operational by 2027. Market analysts believe that the global memory supply shortage will continue until the second half of 2027

Stheadline·
US
MU
+6.29%
US
SMH
+2.47%
US
PSI
+2.82%
Stheadline·
US
MU
+6.29%
US
SMH
+2.47%
US
PSI
+2.82%

Memory is the hottest part of the market. Can the rally continue?

Memory and storage companies are experiencing a surge in demand, driven by data centers and AI, with firms like Micron, Sandisk, and Seagate seeing significant valuation increases. Analyst Matt Bryson from Wedbush Securities predicts continued growth despite rising valuations, citing a supply shortfall in hard-disk drives and memory. He raised price targets for Sandisk, Seagate, and Western Digital, with Sandisk's shares up nearly 1,300% over the past year. The NAND market is expected to see further price increases, benefiting companies like SK hynix and Samsung. Upcoming earnings reports for Seagate, Western Digital, and Sandisk are scheduled for late January.

MSN·
US
SMH
+2.47%
US
STX
+6.32%
US
WDC
+5.81%
MSN·
US
SMH
+2.47%
US
STX
+6.32%
US
WDC
+5.81%
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