1 Super Semiconductor Stock (Besides Nvidia or AMD) to Buy Hand Over Fist for the Artificial Intelligence (AI) Revolution
Portfolio Pulse from
Micron Technology is positioned as a critical semiconductor player in the AI revolution, with significant growth in data center memory sales and expanding opportunities in AI-enabled PCs and smartphones. The company's HBM3E memory is in high demand, with Nvidia using it in their flagship AI chips, and Micron's revenue has surged 38% year-over-year.
March 25, 2025 | 9:00 am
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NEUTRAL IMPACT
While not directly impacted, AMD may face increased competition as Micron strengthens its position in the AI memory market alongside Nvidia.
Minimal direct impact, but potential competitive pressure in the AI semiconductor ecosystem
CONFIDENCE 60
IMPORTANCE 40
RELEVANCE 30
POSITIVE IMPACT
Micron's compute and networking segment revenue grew 109% to $4.6B, with HBM memory contributing $1B. The company is well-positioned in AI memory market expected to grow from $16B to $35B in 2024.
Strong AI-related demand, sold-out HBM memory, and expanding market opportunity suggest positive short-term stock performance
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Nvidia is using Micron's HBM3E in its Blackwell AI chips, with 3.6 million chips already ordered. This partnership indicates strong demand for Micron's advanced memory solutions.
Nvidia's chip orders and use of Micron's memory suggest positive spillover effects for Nvidia's ecosystem
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80