Micron's Low Price Is A Gift
Portfolio Pulse from
Micron's data center revenue is expected to grow significantly in FY2025 and FY2026, driven by cloud server DRAM and HBM. The market is undervaluing Micron's growth potential, especially in the AI sector.
January 23, 2025 | 11:00 am
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Micron's data center revenue is projected to grow by 91% in FY2025 and 38% in FY2026, driven by cloud server DRAM and HBM. The market is not fully valuing this growth, particularly in the AI sector.
Micron's significant projected revenue growth in its data center segment, driven by cloud server DRAM and HBM, is not being fully recognized by the market. The strong AI market and investments from hyperscalers and companies like Nvidia and Taiwan Semiconductors support this growth outlook.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100