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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
35.5% undervalued intrinsic discount26.00%
Revenue growth p.a.
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7 months ago author updated this narrative