Movement Alert｜Micron Technology Rises 5.38% in Regular Trading, AI Memory Super Cycle Fuels Continued Rally

Market Focus05-11

On May 11, Micron Technology (MU) rose 5.38% in regular trading, trading at $812.42/share, with trading volume of approximately $8.376 billion. The stock continues its powerful upward trajectory, having surged over 160% year-to-date and more than 777% over the past 52 weeks.

The rally is underpinned by an AI-driven memory demand super cycle. Micron reported record-breaking fiscal Q1 results, with revenue reaching $136.43 billion (up 56.7% year-over-year), gross margin hitting 56.8%, and adjusted EPS of $4.78 — all far exceeding market expectations. Critically, CEO confirmed that demand continues to outstrip supply, with HBM capacity for the full year entirely sold out. The company can currently satisfy only about 50% of customer memory requirements.

On the product front, Micron has begun volume shipments of HBM4 designed for NVIDIA's Vera Rubin platform, while next-generation HBM4E development is on track for mass production. The global HBM market remains dominated by SK Hynix, Samsung, and Micron, with tight supply conditions — Samsung facing sub-60% HBM4 yields and labor disruptions — further supporting pricing power across the sector.

(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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