AI demand and industry consolidation are driving a memory chip boom. Is this time really different for Micron and rivals?

Micron Technology hit a $1 trillion market cap after a 19% stock surge driven by a massive UBS upgrade and sold-out AI memory chip capacity through 2026.

Micron tops $1 trillion as AI memory shortages drive record pricing, soaring earnings and sold‑out HBM demand through 2027.