Weekly Special Report: Micron Technology (#MICRON)

 

 

MICRON: THE COMPANY

• MICRON is an American semiconductor company founded in 1978. It makes memory chips and data storage products used in smartphones, computers, data centres, cars, and artificial intelligence (AI) systems.
• MICRON STOCK IS INCLUDED IN THE S&P 500 AND NASDAQ 100 INDEXES (USA500, USA100.
• MICRON MAIN PRODUCTS: MEMORY CHIPS. These chips store information and make it available to processors when needed. They play an important role in running computers, processing data, and powering AI applications.

DRAM: Short-term memory that allows computers and processors to access data quickly while running programs and performing tasks.

NAND flash: Long-term storage memory used in SSDs (Solid-State Drives), which store files, programs, and other information even when a device is switched off.

HIGH-BANDWIDTH MEMORY (HBM): Advanced, high-speed memory designed to handle large amounts of data efficiently. It is widely used in AI processors and high-performance data centres.

 

 

MICRON: WHY IT MATTERS IN THE A.I. WORLD

• HIGH-BANDWIDTH MEMORY (HBM): This type of memory is placed very close to AI processors, allowing data to move between them much faster. It helps AI systems process information efficiently and reduces delays during AI training and other demanding tasks.
• AI CHIPS NEED MORE MEMORY: As AI processors become more powerful, they need larger amounts of memory to handle complex tasks. The growing number of AI chips used in data centres is also increasing demand for advanced memory products such as Micron’s HBM.
• A.I. MEMORY DEMAND IS EXCEEDING SUPPLY. Major memory producers, including SK Hynix and Samsung, expect supply shortages to remain a challenge in the coming years, potentially through 2028–2030.

 

 

MICRON: POSSIBLE STRIKES IN TAIWAN INITIALLY WEIGHED ON THE STOCK PRICE

• BREAKING (OCTOBER 7): MICRON WORKERS IN TAIWAN AUTHORIZE A POSSIBLE STRIKE. Around 99% of voting union members (1,994 workers) supported strike action over bonuses and profit sharing. DRAM accounted for around 75.6% of Micron’s fiscal 2026 revenue, highlighting the importance of maintaining uninterrupted production. However, no strike date has been announced, and negotiations remain possible.
• TAIWAN IS CRUCIAL TO MICRON’S PRODUCTION. Approximately 65% of Micron’s DRAM production takes place in Taiwan. A strike could disrupt output, but the company has a strong business interest in reaching an agreement and protecting production.
• A SETTLEMENT COULD PREVENT A STRIKE. In May 2026, Samsung reached a tentative pay agreement just one day before a planned 18-day strike involving around 48,000 workers, demonstrating that last-minute negotiations can avert industrial action in the semiconductor industry.

Sources: Yahoo Finance, Reuters

MICRON: TECHNICAL ANALYSIS AND PRICE ACTION

• STRONG SUPPORT AREA: $900–$800. Micron’s share price has recently declined, with the $800–$900 region potentially emerging as the next key support area.
• MICRON STOCK PRICE HIT AN ALL-TIME HIGH OF $1,251.79 (June 25, 2026). Micron’s stock price has risen approximately 420% over the past year and currently trades at $946. A return to its previous all-time high could offer upside potential of around 33%, although the stock price could also decline.
• FORECAST (Source: Bloomberg Terminal): D.A. Davidson forecasts $3,000; Susquehanna forecasts $2,000; Barclays forecasts $2,000, KeyBank forecasts $1,750; BNP Paribas forecasts $1,700; HSBC forecasts $1,700; UBS forecasts $1,625; JPMorgan forecasts $1,540; Bank of America forecasts $1,550; Deutsche Bank forecasts $1,550.

GRAPH (Daily): October 2025 – October 2026

Please note that past performance does not guarantee future results

 

#MICRON, October 13, 2026
Current Price:  940

 

Example of calculation based on weekly market trend for 1.00 Lot¹

1.  The above calculations are made based on 1.00 lot which is equivalent of 1,000 units
2.  Calculations for exchange rate used as of 14:50 (GMT+1) 13/10/2026

 

You can use risk management tools such as Stop-Loss and Take-Profit.