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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
36.3% undervalued intrinsic discount26.00%
Revenue growth p.a.
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3 months ago author updated this narrative
WA
Based on Analyst Price Targets
AI Server Growth And DRAM Innovations Poised To Enhance Profitability And Market Share
Key Takeaways Strong demand for AI server memory innovations, including DRAM advancements, could boost revenue and net margins in high-performance market segments. Strategic focus on advanced technology transitions and customer agreements may enhance profitability through efficiency and stable revenue growth.
View narrativeUS$145.92
FV
30.2% undervalued intrinsic discount21.32%
Revenue growth p.a.
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6 days ago author updated this narrative