semiconductor / news / / The Economic Times
Micron stock price shocked Wall Street after surged 14% and touched $738.12 in one of the biggest semiconductor rallies of 2026.
Micron's entire 2026 HBM production capacity is already 100% sold out to major hyperscalers.
KEY POINTS
- 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.
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