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DRAM shipments would need to rise by 40% to 50% in 2027 to fill the gap between supply and demand, according to Stifel's Chin.\"We think the stock still hasn't gotten full credit, considering the current rate of secular memory bit growth and structural supply growth constraints, and how this is likely to translate into [a] sustained higher pricing/margin environment for the company over the coming 12-18+ months,\" Chin wrote.The","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0323591593.USD","LU1861215975.USD","MULL","LU1629891620.HKD","TTXU","LU0256863811.USD","LU0082616367.USD","IE00BJLML261.HKD","LU2750360997.AUD","FXL","BAI","LU0642271901.SGD","JGRO","LU1267930813.SGD","LU0061475181.USD","MUYY","IE00B19Z3581.USD","SHOC","LU2458330243.SGD","SGXZ51526630.SGD","SGXZ99366536.SGD","IE00B19Z3B42.SGD","LU0353189763.USD","LU0109392836.USD","LU0964807845.USD","LU0820561909.HKD","LU1861220033.SGD","LU2250418816.HKD","XLK","EFIV","IE00BSNM7G36.USD","LU0640476718.USD","VGT","LU2102340556.USD","IE00BKDWB100.SGD","BK4588","LU0859254822.USD","LU2357627491.SGD","MUU","LU0096364046.USD","WUGI","LU0210536198.USD","BK4533","LU2168564065.EUR","LU0820562030.AUD","IE00BK4W5M84.HKD","AIS","LU0889565833.HKD","LU2168564222.USD","LU0792757196.USD","BK4579","LU2168564495.EUR","LU1778281490.HKD","XNTK","CGGO","BK4554","SOXX","BK4527","IE0034235303.USD","MUG","LU0708995401.HKD","FTXL","LU2471134796.USD","LU2756315664.SGD","LU0320765059.SGD","IE0009356076.USD","IE000M9KFDE8.USD","LU1852331112.SGD","LU1868837136.USD","FAI","EGGY","RULE","LU1366333091.USD","LU1989764748.USD","GB00BDT5M118.USD","LU2471134523.USD","LU2213496289.HKD","FTEC","LU1868836591.USD","BK4543","PTF","BK4141","CHPX","LU1674673691.USD","LU1989764664.SGD","EMSF","IE0002270589.USD","LU2048586759.USD","LU0787776722.HKD","IE00BWXC8680.SGD","SMU00main","LU0672654240.SGD","LU2087625088.SGD","MIC","LU0056508442.USD","MU","LU0109391861.USD","BK4605","LU1720051108.HKD","CHPS","LU1914381329.SGD","LU2896262040.SGD","LU2168564149.EUR","LU1323610961.USD","LU0234570918.USD","IE00B7SZLL34.SGD","LU2286300806.USD","BK4553","LU2054465674.USD","LU0256863902.USD","LU1551013425.SGD","LU2756315318.SGD","DRMY","ARTY","LU0238689110.USD","LU1674673428.USD","LU2211815571.USD","BK4512","LU2750360641.GBP","SGXZ81514606.USD","LU0820561818.USD","TRFK","LU1145028129.USD","AIQ","LU0417517546.SGD","LU0127658192.USD","LU1720051017.SGD","LU2089985449.USD","FDTX","LEGR","IE00B5949003.HKD","LU2023250330.USD","LU2931357623.SGD","LU1548497426.USD","LU1551013342.USD","LU0943347566.SGD","LU0719512351.SGD","SG9999001424.SGD","IETC","LU0203347892.USD","LU0157215616.USD","LU0689472784.USD","BOBP","PSI","LU0889566641.SGD","WLDR","CHAT","SMH","USXF","SOXQ","BK4585","LU2357305700.SGD","LU1267930730.SGD","LU1868836757.USD","LU0274383776.USD","BK4575","LU0203345920.USD","MUZ","LU1280957306.USD","BK4566","IXN","HBMX","LU2471134952.CNY","LU2543165471.USD","IE00B1XK9C88.USD","IE00BK4W5L77.USD","LU1803068979.SGD","LU2290526834.HKD","LU0097036916.USD","LU0081259029.USD","LU2168563687.JPY","LU2403377893.USD","LU2360106780.USD","LU0683600562.USD","LU2360107168.USD","LU2471134879.HKD","LU2458330169.SGD","BK4532","DISK","LU0154236417.USD","LU0133085943.USD","LU0353189680.USD","LU1868836914.USD","LU1316542783.SGD","AIFD","LU1868837300.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1196548964","title":"Philadelphia Chip Index Soars 2%. ARM up 11%; Intel up 9%; AMD up over 8%; Navitas, CBRS up Around 6%; Wolfspeed, SMCI up About 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196548964","media":"Tiger Newspress","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196548964?lang=en_us&edition=fundamental","pubTime":"2026-09-21 22:13","pubTimestamp":1790000004,"startTime":"0","endTime":"0","summary":"Chip, storage shares rallied on Monday. ARM up nearly 8%; Intel, SOXL up around 7%; Navitas, AMD up about 6%; Astera Labs, CBRS, Micron up over 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Technology Inc Stock (MU) Opened Up by 4.24% on Sep 21: Drivers Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2669169124","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669169124?lang=en_us&edition=fundamental","pubTime":"2026-09-21 21:48","pubTimestamp":1789998498,"startTime":"0","endTime":"0","summary":"• Micron Technology gained momentum from strong semiconductor demand and memory supply constraints.\n• Institutional buying increased ahead of earnings, supported by favorable analyst ratings and valuations.\n• Technical indicators show a buy signal alongside high media attention and bullish volume.","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262178452-market-movers-mu-20260921","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4554","LU2048586759.USD","LU0082616367.USD","LU2750360997.AUD","LU0640476718.USD","LU2357305700.SGD","LU2403377893.USD","IE00B19Z3B42.SGD","LU0210536198.USD","LU2290526834.HKD","AIFD","LU0787776722.HKD","LU1316542783.SGD","LU1280957306.USD","LU0203345920.USD","IE0034235303.USD","LU1720051017.SGD","LU2023250330.USD","LU2213496289.HKD","LU0320765059.SGD","LU0238689110.USD","IE00BK4W5M84.HKD","BOBP","LU0353189763.USD","LEGR","IE00B1XK9C88.USD","BK4579","EFIV","LU2471134523.USD","LU2756315664.SGD","BK4527","MUG","IE0002270589.USD","MULL","BK4512","LU2168564222.USD","LU1720051108.HKD","TTXU","LU1803068979.SGD","BK4533","DISK","LU1674673691.USD","LU1674673428.USD","GB00BDT5M118.USD","LU1778281490.HKD","LU2250418816.HKD","LU0964807845.USD","LU1868836591.USD","FXL","LU0203347892.USD","MUU","IE00BSNM7G36.USD","TRFK","LU0256863902.USD","SHOC","LU2286300806.USD","IE00BK4W5L77.USD","LU2089985449.USD","IE00B5949003.HKD","LU0097036916.USD","LU2750360641.GBP","LU2054465674.USD","MUZ","LU0889565833.HKD","IE00BKDWB100.SGD","BK4553","LU0792757196.USD","LU2471134796.USD","BK4605","LU0096364046.USD","LU1551013425.SGD","IETC","BK4575","IE000M9KFDE8.USD","LU0820561818.USD","BK4532","LU0157215616.USD","LU1366333091.USD","LU2357627491.SGD","LU0943347566.SGD","LU0859254822.USD","LU1914381329.SGD","LU2087625088.SGD","FAI","IE00BJLML261.HKD","EGGY","BK4543","LU1868837136.USD","LU1989764664.SGD","LU0642271901.SGD","LU0323591593.USD","LU0719512351.SGD","LU1145028129.USD","LU0417517546.SGD","VGT","LU1267930730.SGD","LU0820561909.HKD","SG9999001424.SGD","LU2756315318.SGD","XNTK","PSI","LU0234570918.USD","IE00BWXC8680.SGD","AIQ","LU0708995401.HKD","SGXZ99366536.SGD","LU0820562030.AUD","BK4585","LU1323610961.USD","LU0133085943.USD","RULE","ARTY","CHPX","EMSF","MUD","LU1868837300.USD","LU1861220033.SGD","LU0109391861.USD","IE00B19Z3581.USD","SGXZ81514606.USD","LU0256863811.USD","AIS","LU0154236417.USD","FTEC","LU1629891620.HKD","BAI","LU1551013342.USD","LU2168564065.EUR","JGRO","LU2543165471.USD","FTXL","SMU00main","LU2168564149.EUR","IE0009356076.USD","LU2458330243.SGD","LU0889566641.SGD","DRMY","IXN","LU0127658192.USD","LU1868836757.USD","LU0672654240.SGD","WUGI","LU2931357623.SGD","IE00B7SZLL34.SGD","HBMX","LU0056508442.USD","WLDR","LU0081259029.USD","PTF","SOXQ","LU2168563687.JPY","BK4588","BK4566","SOXX","LU2102340556.USD","CGGO","LU1868836914.USD","LU2471134952.CNY","LU2896262040.SGD","LU0061475181.USD","LU2360107168.USD","MU","LU2211815571.USD","CHPS","LU1989764748.USD","LU1267930813.SGD","LU0274383776.USD","XLK","FDTX","LU0689472784.USD","LU2168564495.EUR","LU0109392836.USD","MIC","BK4141","LU0683600562.USD","LU1861215975.USD","LU2360106780.USD","LU2471134879.HKD","MUYY","USXF","LU1852331112.SGD","CHAT","SMH","LU2458330169.SGD","LU0353189680.USD","LU1548497426.USD","SGXZ51526630.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669169907","title":"Will Micron and Sandisk Stocks Break Out or Give Back Their Recent Gains? Here’s What Wall Street Expects","url":"https://stock-news.laohu8.com/highlight/detail?id=2669169907","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669169907?lang=en_us&edition=fundamental","pubTime":"2026-09-21 21:47","pubTimestamp":1789998431,"startTime":"0","endTime":"0","summary":"Memory stocks have started moving again, with Micron (NASDAQ:MU) and Sandisk (NASDAQ:SNDK) delivering sizable gains during recent sessions. 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The rally was primarily driven by fresh evidence of a deepening memory...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Micron Soars as BofA Lifts Memory Forecasts on 20-30% Price Surge","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669169827","title":"MU vs. Nvidia: Which AI Chip Stock Offers More Upside Ahead of MU’s Sept. 30 Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2669169827","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669169827?lang=en_us&edition=fundamental","pubTime":"2026-09-21 21:25","pubTimestamp":1789997155,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) and Nvidia ($NVDA) are two ways to invest in the growing AI market. Nvidia stock has risen more than 19% so far this year, 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