Memory Chip Shortage Fuels Micron’s Extraordinary Pricing Power

A different kind of market frenzy is unfolding, one characterized not by investor panic but by buyer desperation. As semiconductor giants like Micron Technology ramp up production, a severe supply crunch has emerged for a critical product category. DDR5 memory is becoming nearly impossible to source, and High Bandwidth Memory (HBM) is reported as completely sold out for the entire 2026 calendar year. While this scenario presents a nightmare for technology firms, it is creating a golden age for Micron, propelling price targets to unprecedented levels. The central question for investors is whether the company’s stock can live up to these soaring expectations.

The supply chain data paints a stark picture. Clients Read more...