Movement Alert｜Micron Technology Rises 3.02% in Regular Trading, Storage Super Cycle Momentum Accelerates Amid HBM Competition and Rising Memory Prices

Market Focus

Sep 22

On September 22, Micron Technology rose 3.02% in regular trading, trading at $1,078.24/share with turnover of $7.307 billion, extending its rally after hitting record highs in the prior session. The broader storage sector saw collective strength, with SanDisk up over 7%, Seagate up over 2%, and SK Hynix up nearly 2%.

Multiple catalysts are converging to support the move. Bank of America raised its DRAM average selling price forecast for 2027-2028 by 8%-12% and NAND by 2%-3%, lifting its global memory TAM estimate for 2030 from $1.8 trillion to $2.0 trillion, with projected DRAM+NAND revenue CAGR of 21% through 2030. Third-quarter DRAM and NAND contract prices have surged 20%-30% quarter-over-quarter, with hyperscale customers already committing to further Q1 price increases.

Meanwhile, the HBM competitive landscape is intensifying as Samsung expands 4nm capacity for HBM4 production, reshaping market shares. SK Hynix projects memory supply-demand balance may not arrive until 2030. Micron's upcoming September 30 earnings report carries consensus EPS of $31.24, a sharp jump from $24.89 the prior quarter.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Micron's upcoming September 30 earnings report carries consensus EPS of $31.24, a sharp jump from $24.89 the prior quarter.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. 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The broader storage sector saw collective strength, with SanDisk up over 7%, Seagate up over 2%, and SK Hynix up nearly 2%.</p><p>Multiple catalysts are converging to support the move. Bank of America raised its DRAM average selling price forecast for 2027-2028 by 8%-12% and NAND by 2%-3%, lifting its global memory TAM estimate for 2030 from $1.8 trillion to $2.0 trillion, with projected DRAM+NAND revenue CAGR of 21% through 2030. Third-quarter DRAM and NAND contract prices have surged 20%-30% quarter-over-quarter, with hyperscale customers already committing to further Q1 price increases.</p><p>Meanwhile, the HBM competitive landscape is intensifying as Samsung expands 4nm capacity for HBM4 production, reshaping market shares. SK Hynix projects memory supply-demand balance may not arrive until 2030. 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