Stock Track | Micron Technology Soars 5.84% in Pre-Market on AI-Driven Memory Chip Super Cycle and Supply Constraints

Stock Track05-11

Micron Technology's stock surged 5.84% in pre-market trading on Monday, continuing its recent strong performance in the semiconductor sector. The memory chip maker has been experiencing significant upward momentum as investor optimism grows around artificial intelligence-related demand.

The sharp rise is driven by what analysts have termed a "super supply shortage cycle" in memory chips, with Goldman Sachs recently raising its DRAM price increase forecast to 250-280% and its NAND price increase forecast to 200-250%. This unprecedented situation is attributed to AI computing-driven demand surges, increasingly complex HBM manufacturing processes squeezing capacity, and insufficient supply elasticity in conventional DRAM and NAND products.

Fundamentally, Micron reported record Q1 revenue with adjusted EPS surging 167%, while confirming that HBM4 is shipping to NVIDIA platforms with full HBM capacity sold out through the fiscal year. Additionally, memory chip giants including Micron have collectively tightened order scrutiny to verify demand authenticity and prevent excessive stockpiling, underscoring the severity of the current supply-demand imbalance in the memory market.

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