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Why That's Good News for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=2669161873","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669161873?lang=en_us&edition=fundamental","pubTime":"2026-09-21 22:25","pubTimestamp":1790000700,"startTime":"0","endTime":"0","summary":"Largely, it's just that Micron and its peers can't ship memory chips quickly enough to meet demand. Stifel expects shipments of dynamic random-access memory, or DRAM, to rise by 15% to 20% in 2027, down from growth in the mid-to-high 20% range this year.Chin forecasts Micron will report revenue of $50.78 billion for the quarter, up 22% from the previous quarter. He expects that quarter-over-quarter growth to slow to 11% in the current quarter.But while supply constraints might limit Micron's ability to grow shipments, they could also keep prices-and profits-high. DRAM shipments would need to rise by 40% to 50% in 2027 to fill the gap between supply and demand, according to Stifel's Chin.\"We think the stock still hasn't gotten full credit, considering the current rate of secular memory bit growth and structural supply growth constraints, and how this is likely to translate into [a] sustained higher pricing/margin environment for the company over the coming 12-18+ months,\" Chin wrote.The","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0210536198.USD","IE0034235303.USD","IE00BJLML261.HKD","LU2211815571.USD","IE0002270589.USD","LU0943347566.SGD","SOXQ","IE00B1XK9C88.USD","LU0320765059.SGD","LU0787776722.HKD","LU2360106780.USD","LU2360107168.USD","LU1366333091.USD","IE00BKDWB100.SGD","LU2168563687.JPY","LU1551013342.USD","SGXZ51526630.SGD","LU1989764664.SGD","IXN","SGXZ99366536.SGD","IE00BSNM7G36.USD","LU0323591593.USD","LU1868836591.USD","IE00B19Z3581.USD","LU0256863902.USD","BK4527","LU1868837300.USD","BK4588","LU2403377893.USD","LU2458330243.SGD","BOBP","LU1803068979.SGD","LU1720051017.SGD","WUGI","HBMX","LU0859254822.USD","LU0056508442.USD","BK4585","IE0009356076.USD","BK4579","MU","IE00B19Z3B42.SGD","LU0096364046.USD","LU2357305700.SGD","FTXL","IE00B7SZLL34.SGD","JGRO","LU0154236417.USD","LU0672654240.SGD","BK4575","LU2168564065.EUR","BK4566","SOXX","LU1551013425.SGD","BK4512","BK4553","IE000M9KFDE8.USD","LU2750360641.GBP","MUU","IE00B5949003.HKD","BAI","LU2931357623.SGD","LU1861220033.SGD","LU0127658192.USD","BK4533","SG9999001424.SGD","LU0081259029.USD","LU2048586759.USD","MUZ","LU1267930813.SGD","LU1629891620.HKD","DISK","LU1720051108.HKD","LU0353189680.USD","SMU00main","LU2250418816.HKD","LU0889565833.HKD","LU0082616367.USD","LU2168564495.EUR","LU1989764748.USD","LU1868836757.USD","LU0109391861.USD","LU0238689110.USD","BK4554","LU1778281490.HKD","TRFK","LU2750360997.AUD","IE00BK4W5M84.HKD","LU2471134523.USD","PTF","LU2756315664.SGD","BK4605","LU0820562030.AUD","LU0274383776.USD","LU0640476718.USD","LU2023250330.USD","LU2896262040.SGD","LU1267930730.SGD","EFIV","RULE","SHOC","BK4532","LU1316542783.SGD","LU0689472784.USD","LU2087625088.SGD","CGGO","LU0203347892.USD","LU0256863811.USD","LU2471134879.HKD","LU2168564149.EUR","MULL","LU0708995401.HKD","LU1868836914.USD","TTXU","BK4543","LU0097036916.USD","LU1914381329.SGD","LU2471134796.USD","ARTY","EGGY","LU0683600562.USD","LU0203345920.USD","LU0820561909.HKD","LU0061475181.USD","LU0642271901.SGD","XNTK","PSI","LU1280957306.USD","DRMY","LU1674673691.USD","LU0109392836.USD","LU0234570918.USD","GB00BDT5M118.USD","LU2089985449.USD","LU2471134952.CNY","AIFD","LU1145028129.USD","MIC","LU2290526834.HKD","CHPS","SMH","IETC","BK4141","CHPX","LU1868837136.USD","LU2756315318.SGD","AIQ","LU0792757196.USD","LU1323610961.USD","LU1548497426.USD","VGT","LU1852331112.SGD","MUYY","LU2458330169.SGD","LU0889566641.SGD","LU2054465674.USD","FTEC","LU2168564222.USD","AIS","FAI","LU0719512351.SGD","LU0353189763.USD","LU2213496289.HKD","LU2286300806.USD","LU2102340556.USD","LU0417517546.SGD","SGXZ81514606.USD","LU1674673428.USD","WLDR","IE00BK4W5L77.USD","LU0820561818.USD","LU1861215975.USD","LU0133085943.USD","LEGR","FXL","XLK","LU2543165471.USD","USXF","MUG","EMSF","LU2357627491.SGD","CHAT","LU0157215616.USD","IE00BWXC8680.SGD","LU0964807845.USD","FDTX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1196548964","title":"Philadelphia Chip Index Soars 2%. ARM up 11%; Intel up 9%; AMD up over 8%; Navitas, CBRS up Around 6%; Wolfspeed, SMCI up About 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196548964","media":"Tiger Newspress","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196548964?lang=en_us&edition=fundamental","pubTime":"2026-09-21 22:13","pubTimestamp":1790000004,"startTime":"0","endTime":"0","summary":"Chip, storage shares rallied on Monday. ARM up nearly 8%; Intel, SOXL up around 7%; Navitas, AMD up about 6%; Astera Labs, CBRS, Micron up over 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to Manage SK hynix's Indiana HBM Plant","url":"https://stock-news.laohu8.com/highlight/detail?id=2669190154","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669190154?lang=en_us&edition=fundamental","pubTime":"2026-09-21 17:43","pubTimestamp":1789983799,"startTime":"0","endTime":"0","summary":"HanmiGlobal  will provide construction management services for SK hynix's  HBM packaging plant under construction in West Lafayette, Indiana, according to a HanmiGlobal release on Monday.HanmiGlobal has been involved since preconstruction and will oversee design, schedule, cost, quality, safety and risk management, while coordinating SK hynix's Korean and U.S. partners through cleanroom completion in 2028.The $4 billion plant, SK hynix's first U.S. AI memory production base, broke ground Aug. 27, with construction starting in March. HanmiGlobal is managing about 20 advanced industry projects in the U.S., including semiconductor, secondary battery, and submarine cable 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