The Zhitong Finance App learned that the stock price of US memory chip giant Micron Technology (MU.US) has risen sharply by about 180% so far this year, driven by the “storage supercycle”, which is an extremely strong bull market logic. Micron even announced in early December that it would stop selling storage products to individual consumers in the PC/DIY market in order to focus on providing storage production capacity for large-scale AI data centers being built on a large scale, and even announced in early December that it would stop selling storage products to individual consumers in the PC/DIY market, highlighting that as the global AI infrastructure boom is in full swing, demand for high-performance data center-level DRAM and NAND series products continues to surge.

The Zhitong Finance App learned that the stock price of US memory chip giant Micron Technology (MU.US) has risen sharply by about 180% so far this year, driven by the “storage supercycle”, which is an extremely strong bull market logic. Micron even announced in early December that it would stop selling storage products to individual consumers in the PC/DIY market in order to focus on providing storage production capacity for large-scale AI data centers being built on a large scale, and even announced in early December that it would stop selling storage products to individual consumers in the PC/DIY market, highlighting that as the global AI infrastructure boom is in full swing, demand for high-performance data center-level DRAM and NAND series products continues to surge.