2026-01-11 07:25:08

Recently, there have been many ideas related to US stocks, but the accumulation of material has become overwhelming and caused some stalls. Deciding to leverage the impressive performance of this major chip manufacturer at the beginning of the year, we open a new perspective on the technology industry in 2026.

Micron's story is actually quite interesting—ranging from the cyclical pain in the DRAM market to now being ambitious in the field of HBM( high-bandwidth memory chips). This company is undergoing a transformation from traditional storage chips to next-generation high-end chips.

Next, let's look at how Micron has accumulated its expertise through the historical pain in DRAM and how it is setting sail on the new track of HBM. In 2026, what kind of story is this chip company preparing to tell the market? This is worth our close observation.

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just_another_fish

· 17h ago

Micron's recent move is quite aggressive, jumping from DRAM to HBM directly, betting that the AI boom can sustain through 2026.

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PumpDoctrine

· 01-11 21:01

HBM is indeed an opportunity to stand out, but can Micron stay steady? The lessons from those DRAM years are deeply ingrained.

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governance_ghost

· 01-11 08:55

HBM has indeed stumped many people. Micron's turnaround mainly relies on the AI wave... However, the cycle turmoil in the DRAM sector has really caused significant damage.

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MEV_Whisperer

· 01-11 07:55

Micron's recent moves are quite interesting, from repeatedly beating down DRAM to now betting on HBM, it feels like a gamble on the 2026 timeline... But then again, who can really predict the chip cycle accurately?

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ZkProofPudding

· 01-11 07:54

Micron's recent move is quite interesting. The blood, sweat, and tears of the DRAM years have now become its foundation—feels like jailbreaking makes you stronger. As for positioning in the HBM track, the key still depends on whether they can maintain good yield; otherwise, all ambitions are pointless. 2026... that's a bit far off. Let's wait and see this year's Q1 financial report first. I understand the material pile-up causing delays, but Micron's approach is still decent. It all depends on how they develop it further.

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ThesisInvestor

· 01-11 07:51

Micron's move this time is indeed interesting. surviving the bloodbath of DRAM and still securing a position in HBM—this resilience is extraordinary.

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WhaleWatcher

· 01-11 07:38

The HBM track is indeed competitive, but Micron has the chips. However, the history of DRAM is essentially a cycle of torment; it's not easy to survive until now. 2026 is still far away, so let's see how long the demand for AI chips can sustain before making any decisions.

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WenMoon

· 01-11 07:29

Micron's recent rebound from the DRAM death valley has been quite aggressive. Can HBM make a comeback? It looks a bit uncertain...

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