Micron Technology Inc (MU) Options

Micron to invest $200 billion in US memory facilities

https://finance.yahoo.com/news/micron-to-invest-200-billion-in-us-memory-facilities-135800900.html

Daniel Howley · Technology Editor
Updated Thu, June 12, 2025 at 7:58 AM MDT 2 min read


Memory chip maker Micron (MU) announced on Thursday that it will invest an additional $30 billion in the US as it looks to build out its manufacturing and research and development facilities in Idaho and New York.

The move brings Micron's total US manufacturing and R&D investments up to roughly $200 billion, which would create some 90,000 direct and indirect jobs, the company said. Micron is receiving about $6.5 billion in funding from the US CHIPS and Science Act.

The plans call for Micron to build a second memory manufacturing plant at its Boise, Idaho, facility and a massive chip fabrication complex in New York. The company is also updating and expanding its Virginia plant.

Micron said it expects the second Idaho plant to help the company bring its advanced high-bandwidth memory (HBM) manufacturing to the US. HBM is a key component in AI data centers.

"Micron's investment in advanced memory manufacturing and HBM capabilities in the U.S., with support from the Trump Administration, is an important step forward for the AI ecosystem," Nvidia (NVDA) CEO Jensen Huang said in a statement.

"Micron's leadership in high-performance memory is invaluable to enabling the next generation of AI breakthroughs that NVIDIA is driving. We're excited to collaborate with Micron as we push the boundaries of what's possible in AI and high-performance computing," Huang added.

All totaled, Micron said the investments will allow the company to produce 40% of its DRAM memory in the US. Its initial Idaho plant is expected to begin pumping out the hardware in 2027. Micron also said it is set to begin preparing the ground for its New York facilities later this year.

"This approximately $200 billion investment will reinforce America's technological leadership, create tens of thousands of American jobs across the semiconductor ecosystem and secure a domestic supply of semiconductors — critical to economic and national security," Micron CEO Sanjay Mehrotra said in a statement.

"We are grateful for the support from President Trump, Secretary Lutnick and our federal, state, and local partners who have been instrumental in advancing domestic semiconductor manufacturing."

Micron isn't the only company bringing HBM production to the US. South Korea's SK Hynix is building a new HBM plant in Indiana as part of a $3.8 billion construction project.

The Trump administration, and the Biden administration before it, has made onshoring semiconductor manufacturing a key component of its domestic agenda as it seeks to wean the country off its dependence on foreign-made chips.

Companies ranging from Intel (INTC) and TSMC (TSM) to Samsung and GlobalFoundries (GFS) and others have recently announced plans to build or upgrade their facilities throughout the country, thanks in part to billions of dollars in funding through the CHIPS Act.

But you didn't ask if anyone felt it was undervalued.

You asked what the bottom was.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176042956

And then it looks like you nailed it. So kudos!

I thought more posters were following this stock. As I asked if anyone felt this stock was undervalued.
No one replied. I bought based on my own experience and am now up over 50%. Owned about 8 weeks.

hope you all did the same,LOL

Micron's Third Quarter 2025 Financial Call
June 25, 2025 at 2:30 PM MDT

Micron's Post Earnings Analyst Call
June 25, 2025 at 4:00 PM MDT

Hey Z!

That was April! A big opportunity in MU but I can see where you got side tracked and dropped the ball.
A lot of great companies were hitting lows and It was very distracting out there!

Watching MU in upper 70s. Got side tracked and dropped the ball!!!! Scheesh

MU , 10 day hourly

Double Top Breakout on 3-Jun-2025. GLTA

Micron T share price Double Top Breakout on 29-May-2025.GLTA

Micron Technology to Report Fiscal Third Quarter Results on June 25, 2025

BOISE, Idaho, May 21, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that it will hold its fiscal third quarter earnings conference call on Wednesday, June 25, 2025, at 2:30 p.m. Mountain time.

The call will be webcast live at?http://investors.micron.com/. Webcast replays of presentations can be accessed from Micron’s Investor Relations website for approximately one year after the call.

About Micron Technology, Inc.
We are an industry leader in innovative memory and storage solutions transforming how the world uses information to enrich life for all. With a relentless focus on our customers, technology leadership, and manufacturing and operational excellence, Micron delivers a rich portfolio of high-performance DRAM, NAND and NOR memory and storage products through our Micron® and Crucial® brands. Every day, the innovations that our people create fuel the data economy, enabling advances in artificial intelligence (AI) and compute-intensive applications that unleash opportunities — from the data center to the intelligent edge and across the client and mobile user experience. To learn more about Micron Technology, Inc. (Nasdaq: MU), visit micron.com.

Micron T share price Ascending Triple Top Breakout on 16-May-2025. GLTA

Not one responded to my
request for information. I do agreed it will be a double by they end of the year

What is the bottom with this stock. It has to be close!! I don't follow this like others so just asking the ones that do.

been buy since $75.00 alittle early but not to worried, tomorrow this may head ^...

yes - big $$$ to be made here, imo...

Here's the opportunity you've been waiting for!!

A day later the bottom seems to have fallen even much farther.

Micron Tech share price Descending Triple Bottom Breakdown on 3-Apr-2025.

Somebody is making the sky fall down. Intent to happily take the world down with him.

Micron sells off after Q3 guidance fails to signal a meaningful near-term recovery

12:07:20 PM ET, 03/21/2025 - Briefing.com

After initially springing higher on decent earnings and revenue upside in Q2 (Feb), shares of Micron (MU -8%) quickly reversed course and sold off. The memory chip maker's guidance is driving today's downbeat reaction. MU guided to Q3 (May) adjusted EPS of $1.47-1.67, in-line with consensus, and revs of $8.6-9.0 bln, which was higher than consensus. While the guidance was decent, far better than the soft outlook MU provided in December, it ultimately did not signify a meaningful change in trend.

Recall last quarter, MU commented that consumer-oriented markets were weak, likely staying this way through Q2. However, management anticipated a return to growth during the back half of FY25 (Aug). As such, the market was looking for signs of this trend. At the midpoint of its Q3 revenue guidance, MU is targeting a 29% increase yr/yr, a further deceleration from the 38% jump posted in Q2, not much of a significant rebound. Given the bubbling macroeconomic uncertainty, which can cloud the timing of a recovery across the consumer electronics market, this guidance is not providing any relief today.

There were several silver linings from Q2 worth mentioning. Data center DRAM revs reached a new record. High bandwidth memory, or HBM (vital in AI workloads), surged by over 50% sequentially to a new milestone of over $1.0 bln in revs. MU commented that its HBM shipments were ahead of schedule. As a result, revs of $8.05 bln landed near the high end of MU's $7.7-8.1 bln guidance in Q2. AI remains a powerful driver of overall demand at MU. Major hyperscalers (Amazon, Microsoft, Google, etc.) reiterated substantial yr/yr capital investment growth earlier this year for 2025, creating a sturdy foundation for MU. The company expects mid-single-digit server unit growth in 2025, supported by traditional and AI servers. On that note, MU increased its HBM TAM estimate by $5 bln from last quarter to now exceed $35 bln. However, speaking of HBM, a possible threat looms in the distance. MU competes against two main DRAM suppliers, one of which is Samsung (SSNLF). Currently, MU is qualified as a supplier of HBM, alongside its other competitor SK Hynix, for NVIDIA's (NVDA) GB300, its highest-performing AI system for enterprises. If Samsung is qualified, it could significantly disrupt MU's position in this market. Meanwhile, MU's other segments are facing a weak economy. In PC, MU is still confident that the market will grow by mid-single digits in 2025, with growth weighted to the back half of CY25 due to the Windows 10 end-of-life in October. In mobile, MU's projections for volume growth in 2025 stayed at a low-single-digit percentage but was optimistic about ongoing AI adoption fueling increased DRAM demand. Lastly, in industrial and automotive, customers are in the later stages of inventory adjustments.

THIS is how you know it's rigged. You can't get a better ER than that. I don't know why I even wait for these ERs. I ALMOST bought puts on DG, bc i KNEW it was going to be a bad report.....and it was, like all other retail. It went up. Games.

Nice share price up move of 6% pi day, today. GLTA

MU share price Double Top Breakout on 12-Mar-2025. GLTA

Double Top Breakout on 14-Feb-2025. GLTA

Worried they are going to start treating MU like INTC and AMD.....

I understand that MU's chips are used in Elon's systems (Cars, AI, ETC.). I think it is April 12th that Elon will be having a conference call with business and investors - I wonder what he will be talking about - chips?

Picked up a few shares

MU

I'm in for a few shares on the dip.

As expected, MU share price ASCENDING TRIPLE TOP BREAKOUT on 21-Jan-2025.

MU share price chart appears readying for an uptrend.

We shall see. GLTA

MU share price Long Tail Down since 19-Dec-2024 in chart. This is positive.

Usually a price breakout may follow. Price is already above by 4.18% from my purchase price. GLTA

11000 SHARE BUY MID 86S $$$$$$

Day order to buy MU at $86.50 filled. GLTA

Institutions will continue to sell off into end of year. Outlook questionable

This didn't age well :(

~bought 12/27 $175 calls @.20c

MU, 10Q due 12/18 per Seeking Alpha weekend report

Tom Lee’s Urgent Message: Everyone Who Own These 3 AI Stocks Will Become Millionaire Before 2025 End

MU $8 EARNINGS NXT 12 MTHS. $12 NXT 2 YEARS. HUGE BUYBACK ALSO. STOCK SOLD OUT FOR NXT YEAR
i bought bunch more $$$$$$$$$$$$$$$$$. stock worth 2x

Wow! MU took out yesterday's Key Reversal HOD! A sure sign it wants to break out! And the 50 day MA turned higher on Monday!

Absolutely NOT the case for MU.
Some analysts expects far less than we saw in these earning.
MU on the Up & UP from here !
I’ll buy on every dip below $100…
GLTA

already priced in, markets usually price stocks 6-8 months in advance

the market already priced in 200 bips in rate cuts through next September 2025

that means stocks are FULLY VALUED at 5700 on SP 500 and the QQQs are way overpriced

fair value for SP 500 is 4400-4700 at best

MU back under $100 sooner than many realize

dont know where i read it or heard it. they r going from millions to billions nxt 12 mths on their new memory. if you look deep enough you will see $8 then $12 earnings in two years. did you see ceo on cnbc today.? ceo said co never been in better place financially

up up and away. some people will sell into big pop

This is the new norm. My stocks fade every day and power hour is a thing of the past!

told you. the high was in premarket and on the open

fading all day

MU topping out at much lower high

Amazing opportunity with MU ! Keep it UP !!!
GLTA

ceo just on cnbc. monster bullish. he did interview or read somewhere that he expects $8 in next 12 mths then 12$ in 24 mths. i estimated the last 2 earnings growing at 20% to fit into that $8. which will be higher. he is sold out on hbm for two years. all those chips going into nvda blackwell. 30 pe gets to 240/360

1hot toddy :Where do you get those numbers? Do you have a link to that?