{"id":107874,"date":"2026-07-24T21:22:07","date_gmt":"2026-07-24T21:22:07","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/107874\/"},"modified":"2026-07-24T21:22:07","modified_gmt":"2026-07-24T21:22:07","slug":"ubs-stays-bullish-on-micron-as-memory-prices-rise","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/107874\/","title":{"rendered":"UBS Stays Bullish on Micron as Memory Prices Rise"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>. <\/p>\n

Micron Technology (MU<\/a>, Financials<\/a>) a semiconductor company that makes memory and storage<\/a> chips used in data centers, computers, phones and AI systems, kept its Buy rating at UBS after the firm raised its memory pricing forecasts for the rest of 2026. <\/p>\n

UBS now expects DDR contract prices to rise 32% from the previous quarter in the third quarter, nearly double its earlier 17% forecast. Fourth-quarter pricing is expected to increase 18%, up from a previous estimate of 12%. <\/p>\n

The reason is a memory market that remains tight. UBS expects DRAM demand growth of 36.2% in 2027, compared with supply growth of just 19.3%. The firm believes the industry could remain undersupplied until at least the second quarter of 2028. <\/p>\n

NAND pricing is also improving. UBS raised its third-quarter forecast to 30% growth from 17% and expects the NAND upcycle to continue through at least late 2027. <\/p>\n

For Micron investors, stronger pricing could provide support after the stock’s recent pullback. The shares have fallen about 15% over the past week despite a sharp rise during the past year. <\/p>\n

UBS now sees memory industry revenue reaching $992 billion in 2026 and $1.76 trillion in 2027. The next question is whether hyperscalers can keep funding the heavy AI spending driving memory demand. <\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Micron Technology (MU, Financials) a semiconductor company that makes memory and storage…\n","protected":false},"author":2,"featured_media":107875,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[2328,223],"class_list":["post-107874","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-micron-technology","tag-ubs"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116977057531606282","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/107874","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=107874"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/107874\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/107875"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=107874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=107874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=107874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}