Market Watch: Deep Drive on Micron
Автор: PhillipCapital
Загружено: 2026-02-11
Просмотров: 15
Описание:
Where are we in the memory cycle and is Micron’s valuation justified?
In this episode of PhillipCapital’s Market Watch, Ben from Phillip Securities Research takes a deep dive into Micron Technology, one of the world’s leading memory chip manufacturers.
He explores:
00:27 - What Does Micron Do?
00:46 - Business Segments Breakdown
01:28 - HBM & AI Opportunity
01:54 - DRAM Pricing & Supply Dynamics
03:24 - Financial Strength
03:53 - Peer Valuation Comparison
04:18 - Investment Thesis & Target Price
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