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Micron will be one of the biggest beneficiaries in the semiconductor industry of the multi-year growth opportunity driven by AI
Catalysts With the advancement of AI there will be high demand for High Bandwidth Memory (HBM) devices for AI data centres. Micron are in a strong position to serve AI demand for fast storage as these data-intensive applications proliferate.
View narrativeUS$159.75
FV
44.5% undervalued intrinsic discount26.00%
Revenue growth p.a.
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4 months ago author updated this narrative
WA
Consensus Narrative from 33 Analysts
Cutting-Edge HBM And AI Memory Solutions Will Propel Future Growth And Profitability
Key Takeaways Expansion into high-bandwidth memory and AI-driven solutions is set to significantly boost growth and market share through high-value product differentiation. Strategic investments and manufacturing expansion are poised to enhance production, reduce costs, and improve profitability and earnings.
View narrativeUS$132.01
FV
32.9% undervalued intrinsic discount14.30%
Revenue growth p.a.
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80users have followed this narrative
2 days ago author updated this narrative