2 hours ago
2
David Moadel
Mon, March 16, 2026 astatine 8:51 AM CDT 5 min read
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Micron (MU) acquired Powerchip’s Taiwan P5 manufacturing site, adding 300,000 quadrate feet of clean-room abstraction for DRAM and HBM production, with meaningful shipments expected by fiscal 2028 and a 2nd installation planned for extremity of fiscal 2026.
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The institution reports Q2 FY2026 results Wednesday with guidance of $18.7B gross and $8.42 non-GAAP EPS, with prediction markets placing a 97.55% probability of beating statement estimates.
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Micron’s 2026 HBM capableness is wholly sold retired arsenic AI-driven representation request continues to transcend supply, positioning the institution to seizure gross from competitors incapable to conscionable planetary request done 2027.
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Micron Technology (NASDAQ:MU) banal is up astir 6% Monday morning, extending a 7.3% surge connected Friday that followed quality of Micron Technology's completed acquisition of a caller Taiwan manufacturing site. With net arriving successful conscionable 2 days, the banal is moving connected some a structural enlargement communicative and a near-term catalyst that traders are already pricing in.
The year-to-date representation is striking. Micron Technology shares person gained 49% since the commencement of 2026, rising from $285.41 to $450. Over the past year, MU banal is up 349%.
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Micron Technology completed the acquisition of Powerchip Semiconductor Manufacturing Corporation's P5 tract successful Tongluo, Taiwan. The tract adds astir 300,000 quadrate feet of cleanroom abstraction to enactment DRAM and high-bandwidth representation accumulation for AI-driven demand. Retrofitting begins immediately, with meaningful merchandise shipments expected by fiscal 2028.
Micron besides plans to statesman operation connected a 2nd comparable installation astatine the Tongluo tract by the extremity of fiscal 2026. That is simply a meaningful commitment.
The strategical logic is hard to reason with. Micron's 2026 HBM capableness is already sold out, and the planetary representation shortage has been confirmed to past good into 2027 by some Micron Technology and HP Enterprise. Adding clean-room capableness present positions Micron to seizure request that its competitors simply cannot serve.
As the lone U.S.-based representation manufacturer, Micron besides carries a geopolitical premium that matters to hyperscalers trying to diversify their proviso chains. For much connected however the AI representation roar has been reshaping expert targets, spot "Micron Jumps 5% connected AI Memory Boom — and Analysts Say the Rally Has Room to Run" from Friday.
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