UBS’s $1,625 target reframes Micron from memory cyclical to AI infrastructure bet, putting a $1T valuation within reach.
Key takeaways
- Memory was supposed to be the cyclical part of semiconductors; UBS just treated Micron Technology like an AI infrastructure compounder.
- A $1 Trillion Micron Would Reprice Memory From Commodity Cycle to AI Infrastructure Bet
- Micron shares surged as much as 19% on May 26 after UBS analyst Timothy Arcuri raised his price target from $535 to $1,625, the highest among **46 analysts...
- The headline is not just that Micron joined the trillion-dollar conversation. It is that Wall Street may be trying to change the category Micron trades in.
👉 Read the full breakdown on MLXIO
Canonical source: https://mlxio.com/technology/micron-ubs-trillion-target
