$MU 1, on August 4, according to technology media reports, the ongoing tight supply of memory chips is expected to last until 2027. Micron Technology and the other two major memory original equipment manufacturers have already sold out their entire estimated memory supply for 2027, and there are no plans for new capacity. Ultimately, customers’ allocated quantities are only 60% to 70% of their initial requests.
2. On August 4, Goldman Sachs said in a report that market concerns about the storage industry have been overinterpreted; the actual supply-and-demand situation still supports memory prices staying high, and it reiterated its Buy ratings for relevant companies.
3. Recently, some analysts on Wall Street noted that Micron Technology’s current valuation is below its five-year average. For a high-growth sector, this valuation level is relatively inexpensive.
2. On August 4, Goldman Sachs said in a report that market concerns about the storage industry have been overinterpreted; the actual supply-and-demand situation still supports memory prices staying high, and it reiterated its Buy ratings for relevant companies.
3. Recently, some analysts on Wall Street noted that Micron Technology’s current valuation is below its five-year average. For a high-growth sector, this valuation level is relatively inexpensive.