MU · Micron Technology Inc.
AI read · Neutral
The AI's read
Higher prices helped lift global DRAM sales, but chip shipments rose only 4% from the prior quarter. That suggests prices, rather than more chips sold, drove much of the gain. One analyst expects 10% to 20% fewer data centers, while another expects healthy profit growth. Projects are described as delayed, not canceled. These facts point in different directions for Micron.