{"id":27808,"date":"2026-03-08T22:18:12","date_gmt":"2026-03-08T22:18:12","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/27808\/"},"modified":"2026-03-08T22:18:12","modified_gmt":"2026-03-08T22:18:12","slug":"ubs-sees-prolonged-supply-tightness-supporting-micron-technology-inc-mu-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/27808\/","title":{"rendered":"UBS Sees Prolonged Supply Tightness Supporting Micron Technology, Inc. (MU)"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">Micron Technology, Inc. (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/MU\" data-ylk=\"slk:MU;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">MU<\/a>) is among the <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-best-affordable-stocks-to-invest-in-for-the-long-term-1707298\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 Best Affordable Stocks to Invest In for the Long Term;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 Best Affordable Stocks to Invest In for the Long Term<\/a>.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.europesays.com\/ch\/wp-content\/uploads\/2026\/03\/cece14d8df3ff9750f89999715c2f4bb.jpeg\" alt=\"UBS Sees Prolonged Supply Tightness Supporting Micron Technology, Inc. (MU)\" loading=\"eager\" height=\"538\" width=\"960\" class=\"yf-lglytj  loaded\"\/> UBS Sees Prolonged Supply Tightness Supporting Micron Technology, Inc. (MU)      <\/p>\n<p class=\"yf-1fy9kyt\">On March 2, UBS raised the firm\u2019s price target on Micron Technology, Inc. (NASDAQ:MU) to $475 from $450 and maintained a Buy rating on the shares. The firm\u2019s industry channel checks indicate strengthening pricing dynamics across both DRAM and NAND markets, with supply shortages potentially extending through 2026 and, in the case of DRAM, even into 2028. UBS noted that Micron appears to be leveraging the current supply tightness to negotiate longer-term customer agreements, potentially moderating near-term pricing upside in exchange for enhanced revenue visibility and earnings durability over the coming years.<\/p>\n<p class=\"yf-1fy9kyt\">On March 1, Micron Technology, Inc. (NASDAQ:MU) announced the grand opening of its semiconductor assembly and test facility in Sanand, Gujarat, India. The facility processes advanced DRAM and NAND wafers from Micron\u2019s global manufacturing network into finished memory and storage products. Upon full ramp of its initial phase, the Sanand site will encompass more than 500,000 square feet of cleanroom space, expanding the company\u2019s backend manufacturing footprint and strengthening supply chain diversification.<\/p>\n<p class=\"yf-1fy9kyt\">Micron Technology, Inc. (NASDAQ:MU) was founded in 1978 and is headquartered in Boise, Idaho. The company is a leading U.S.-based manufacturer of high-performance semiconductor memory and storage solutions, including DRAM, NAND flash, and NOR memory. Micron\u2019s products enable artificial intelligence, advanced computing, and data-intensive applications across data center, mobile, automotive, and industrial end markets, marketed under brands such as Micron and Crucial.<\/p>\n<p class=\"yf-1fy9kyt\">While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you\u2019re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the <a class=\"link \" href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\">best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\">READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/12-cheap-stocks-that-will-go-to-the-moon-according-to-reddit-1590684\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:12 Cheap Stocks That Will Go to the Moon According to Reddit;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">12 Cheap Stocks That Will Go to the Moon According to Reddit<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-best-oil-gas-drilling-stocks-to-buy-1706717\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 Best Oil &amp; Gas Drilling Stocks to Buy;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 Best Oil &amp; Gas Drilling Stocks to Buy<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\">Disclosure: None. <a class=\"link \" href=\"https:\/\/news.google.com\/publications\/CAAqLQgKIidDQklTRndnTWFoTUtFV2x1YzJsa1pYSnRiMjVyWlhrdVkyOXRLQUFQAQ?hl=en-US&amp;gl=US&amp;ceid=US%3Aen\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Follow Insider Monkey on Google News;elm:context_link;itc:0;sec:content-canvas\">Follow Insider Monkey on Google News<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Micron Technology, Inc. (NASDAQ:MU) is among the 10 Best Affordable Stocks to Invest In for the Long Term.&hellip;\n","protected":false},"author":2,"featured_media":27809,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[129],"tags":[2039,2328,223],"class_list":{"0":"post-27808","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ubs","8":"tag-inc","9":"tag-micron-technology","10":"tag-ubs"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116195878741958849","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/27808","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=27808"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/27808\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/27809"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=27808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=27808"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=27808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}