# Micron stock price shocked Wall Street after surged 14% and touched $738.12 in one of the biggest semiconductor rallies of 2026.

*semiconductor · news · 2026-05-08 · The Economic Times*

## Key points

- Micron's entire 2026 HBM production capacity is already 100% sold out to major hyperscalers.
- Micron has been added to the S&P 100 and is now valued over $700 billion.
- Micron's HBM business is projected to exceed 20% of total revenue in 2026, up from 15% in 2025.
- The HBM market is forecast to triple from $35 billion in 2025 to $100 billion by 2028.
- Micron's technical advantage is superior power efficiency, with HBM4 offering 60% higher performance and 20% better energy efficiency.

**Companies:** Micron, Amazon, Microsoft, Google, Nvidia, AMD, SK Hynix
**Countries:** United States, Taiwan, South Korea

[Read the full story on The Economic Times](https://economictimes.indiatimes.com/news/international/us/micron-stock-jumps-14-to-all-time-high-of-742-15-skyrocketing-690-in-one-year-is-ai-demand-transforming-mu-stock-into-the-heart-of-the-semiconductor-revolution/articleshow/130965475.cms)

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