MU - Micron Stock Analysis: Riding the AI Memory Supercycle? | Q2, 2025 скачать в хорошем качестве

MU - Micron Stock Analysis: Riding the AI Memory Supercycle? | Q2, 2025

In this episode, we discuss the remarkable financial turnaround of Micron Technology, emphasizing how the surge in demand driven by the Artificial Intelligence (AI) revolution rescued the company from a severe industry downturn. Micron went from a staggering $5.8 billion net loss in 2023 to an $8.5 billion net profit two years later by pivoting its resources toward producing High Bandwidth Memory (HBM), a powerful type of memory chip essential for feeding data-hungry AI processors. This dramatic shift was fueled by data centers, transforming AI into the company's core business and establishing Micron as a major player in the HBM oligopoly alongside rivals Samsung and SK Hynix; however, the ongoing debate centers on whether the AI demand has permanently broken the semiconductor industry's historic boom and bust cycles. Timeline 00:00 Intro: Micron's incredible financial turnaround, swinging $14 billion from loss to profit due to AI. 00:45 Understanding the crash: The memory industry’s brutal 2023 bust cycle and the new demand created by the AI revolution. 01:30 The secret: High Bandwidth Memory (HBM), the data superhighway essential for AI, projected to grow 70%. 02:15 AI is the engine: DRRAM sales soared 62%; Data Centers become 56% of revenue, confirming a financial transformation. 03:00 The HBM competition: Micron surges past industry giant Samsung, seizing the number two spot (21% share). 03:45 What's next? The central debate: Can AI demand break the industry’s old painful boom and bust cycles permanently?. #Micron #MU #AI #Investing #StockAnalysis #Semiconductors #HBM #TechStocks #DRAM #StockMarket