Semiconductor Insider(@SemiconductorsX):$MU is already on track to become a true monster, and the upside looks even bigger from here. Morgan Stanley’s call for ~$400B combined operating income in 2026-27 is nearly 40% of today’s $1.1T market cap, with gross margins hitting 85-90% thanks to AI-driven HBM pricing power. Supply remains tight well past 2027 as hyperscalers keep spending. If Micron continues locking long-term HBM contracts, ramps next-gen capacity smartly, and leans into buybacks, earnings could compound further and push it toward multi-trillion status.

Semiconductor Insider

@SemiconductorsX

Semiconductor Insider • Independent news & analysis on AI Hardware, Semiconductors & Electronics | Supply chains, fabs & market insights.

参加 May 2016

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Semiconductor Insider@SemiconductorsX

2026.08.16 09:46

$MU is already on track to become a true monster, and the upside looks even bigger from here. Morgan Stanley’s call for ~$400B combined operating income in 2026-27 is nearly 40% of today’s $1.1T market cap, with gross margins hitting 85-90% thanks to AI-driven HBM pricing power. Supply remains tight well past 2027 as hyperscalers keep spending. If Micron continues locking long-term HBM contracts, ramps next-gen capacity smartly, and leans into buybacks, earnings could compound further and push it toward multi-trillion status.

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