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Growth is Set to Slow. 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DRAM shipments would need to rise by 40% to 50% in 2027 to fill the gap between supply and demand, according to Stifel's Chin.\"We think the stock still hasn't gotten full credit, considering the current rate of secular memory bit growth and structural supply growth constraints, and how this is likely to translate into [a] sustained higher pricing/margin environment for the company over the coming 12-18+ months,\" Chin wrote.The","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0210536198.USD","IE0034235303.USD","IE00BJLML261.HKD","LU2211815571.USD","IE0002270589.USD","LU0943347566.SGD","SOXQ","IE00B1XK9C88.USD","LU0320765059.SGD","LU0787776722.HKD","LU2360106780.USD","LU2360107168.USD","LU1366333091.USD","IE00BKDWB100.SGD","LU2168563687.JPY","LU1551013342.USD","SGXZ51526630.SGD","LU1989764664.SGD","IXN","SGXZ99366536.SGD","IE00BSNM7G36.USD","LU0323591593.USD","LU1868836591.USD","IE00B19Z3581.USD","LU0256863902.USD","BK4527","LU1868837300.USD","BK4588","LU2403377893.USD","LU2458330243.SGD","BOBP","LU1803068979.SGD","LU1720051017.SGD","WUGI","HBMX","LU0859254822.USD","LU0056508442.USD","BK4585","IE0009356076.USD","BK4579","MU","IE00B19Z3B42.SGD","LU0096364046.USD","LU2357305700.SGD","FTXL","IE00B7SZLL34.SGD","JGRO","LU0154236417.USD","LU0672654240.SGD","BK4575","LU2168564065.EUR","BK4566","SOXX","LU1551013425.SGD","BK4512","BK4553","IE000M9KFDE8.USD","LU2750360641.GBP","MUU","IE00B5949003.HKD","BAI","LU2931357623.SGD","LU1861220033.SGD","LU0127658192.USD","BK4533","SG9999001424.SGD","LU0081259029.USD","LU2048586759.USD","MUZ","LU1267930813.SGD","LU1629891620.HKD","DISK","LU1720051108.HKD","LU0353189680.USD","SMU00main","LU2250418816.HKD","LU0889565833.HKD","LU0082616367.USD","LU2168564495.EUR","LU1989764748.USD","LU1868836757.USD","LU0109391861.USD","LU0238689110.USD","BK4554","LU1778281490.HKD","TRFK","LU2750360997.AUD","IE00BK4W5M84.HKD","LU2471134523.USD","PTF","LU2756315664.SGD","BK4605","LU0820562030.AUD","LU0274383776.USD","LU0640476718.USD","LU2023250330.USD","LU2896262040.SGD","LU1267930730.SGD","EFIV","RULE","SHOC","BK4532","LU1316542783.SGD","LU0689472784.USD","LU2087625088.SGD","CGGO","LU0203347892.USD","LU0256863811.USD","LU2471134879.HKD","LU2168564149.EUR","MULL","LU0708995401.HKD","LU1868836914.USD","TTXU","BK4543","LU0097036916.USD","LU1914381329.SGD","LU2471134796.USD","ARTY","EGGY","LU0683600562.USD","LU0203345920.USD","LU0820561909.HKD","LU0061475181.USD","LU0642271901.SGD","XNTK","PSI","LU1280957306.USD","DRMY","LU1674673691.USD","LU0109392836.USD","LU0234570918.USD","GB00BDT5M118.USD","LU2089985449.USD","LU2471134952.CNY","AIFD","LU1145028129.USD","MIC","LU2290526834.HKD","CHPS","SMH","IETC","BK4141","CHPX","LU1868837136.USD","LU2756315318.SGD","AIQ","LU0792757196.USD","LU1323610961.USD","LU1548497426.USD","VGT","LU1852331112.SGD","MUYY","LU2458330169.SGD","LU0889566641.SGD","LU2054465674.USD","FTEC","LU2168564222.USD","AIS","FAI","LU0719512351.SGD","LU0353189763.USD","LU2213496289.HKD","LU2286300806.USD","LU2102340556.USD","LU0417517546.SGD","SGXZ81514606.USD","LU1674673428.USD","WLDR","IE00BK4W5L77.USD","LU0820561818.USD","LU1861215975.USD","LU0133085943.USD","LEGR","FXL","XLK","LU2543165471.USD","USXF","MUG","EMSF","LU2357627491.SGD","CHAT","LU0157215616.USD","IE00BWXC8680.SGD","LU0964807845.USD","FDTX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1196548964","title":"Philadelphia Chip Index Soars 2%. ARM up 11%; Intel up 9%; AMD up over 8%; Navitas, CBRS up Around 6%; Wolfspeed, SMCI up About 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196548964","media":"Tiger Newspress","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196548964?lang=en_us&edition=fundamental","pubTime":"2026-09-21 22:13","pubTimestamp":1790000004,"startTime":"0","endTime":"0","summary":"Chip, storage shares rallied on Monday. ARM up nearly 8%; Intel, SOXL up around 7%; Navitas, AMD up about 6%; Astera Labs, CBRS, Micron up over 3%.","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"330240692f324d079ccf839d9e4180bf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PXLW","LRCU","RMBX","SNDQ","WDCC","NVTX","AMAU","SMCX","TSMZ","NVDO","MULL","SIMO","ARMG","AVS","NVDX","SNPS","LRCC","ARMW","STSM","NVDY","STXU","NVDW","TSMU","TSMY","LABX","NVII","UMCU","TXN","QCMD","NVC","PSTG","SNDC","NXPX","AMAT","SMCZ","Q","SMCI","AMDW","SNDG","SIMX","TXNU","SMYY","AVGW","AMUU","NVDU","SMH","MVLL","MUD","TSMX","NVDL","UMCX","ONX","SMCY","NVDS","QCOM","07388","SMCL","LRCX","NVDB","NXPG","SOXL","HIMX","ASML","SNXX","ALA","MUU","NVD","ADIU","ASMZ","DAMD","CRDO","ARM","MUZ","WDCX","AMBA","AMDG","STXL","ASMU","WDC","LSCC","NVDA","NVTS","CRDU","MUG","NXPI","ONG","UCTT","INT","SOXS","QRVO","APMI","SMCC","CRD","NVDQ","UMC","MRVX","SNDU","AMDY","AMDC","MRVL","STMX","AMDL","MRVU","SMTG","LINT","ALAB","STX","ADI","MIC","SNPX","ASMG","TSMG","GFSG","AVGO","WOLF","TWSC","INTC","MU","ON","QCMU","AVGC","AMA","MCHU","STM","ARMU","DIPS","KLAC","QCML","INTW","KLAG","AMBQ","RMBS","SWKS","TSM","ARMA","MCHP","NVDD","AVGX","AMD","INYY","SNDK","GFS","AVL","AMYY","SOX","NVYY","MCHG","MUYY","NVTC","UCTX","RMBC","STXX","07788","SMTC","AMDD","AVGG","ANV","NVDG","AVGU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669169124","title":"Micron Technology Inc Stock (MU) Opened Up by 4.24% on Sep 21: Drivers Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2669169124","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669169124?lang=en_us&edition=fundamental","pubTime":"2026-09-21 21:48","pubTimestamp":1789998498,"startTime":"0","endTime":"0","summary":"• Micron Technology gained momentum from strong semiconductor demand and memory supply constraints.\n• Institutional buying increased ahead of earnings, supported by favorable analyst ratings and valuations.\n• Technical indicators show a buy signal alongside high media attention and bullish volume.","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262178452-market-movers-mu-20260921","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0234570918.USD","IE00BK4W5L77.USD","LU0274383776.USD","LU2213496289.HKD","LU1989764748.USD","AIFD","LU1852331112.SGD","IE00BK4W5M84.HKD","LU1551013425.SGD","MUG","LU0683600562.USD","IE0002270589.USD","LU1720051108.HKD","LU1868836591.USD","IE000M9KFDE8.USD","SGXZ51526630.SGD","IE00B19Z3B42.SGD","LU2756315318.SGD","BK4512","LU2360107168.USD","LU0082616367.USD","LU0061475181.USD","BOBP","MUYY","LU0640476718.USD","BK4533","LU2211815571.USD","LU0203345920.USD","LU0642271901.SGD","LU2054465674.USD","FTEC","FAI","IETC","LU1989764664.SGD","XNTK","LU0353189763.USD","MIC","LU1674673428.USD","BK4588","LU0719512351.SGD","LU1861215975.USD","LU1720051017.SGD","SMH","XLK","LU2290526834.HKD","LU0109391861.USD","LU0109392836.USD","LU0820561818.USD","LU2403377893.USD","LU2471134952.CNY","LU1366333091.USD","VGT","LU2458330243.SGD","WLDR","IXN","LU2756315664.SGD","LU1914381329.SGD","LU0256863902.USD","MUU","LU0672654240.SGD","LU0889565833.HKD","BK4605","LU0210536198.USD","LU1267930730.SGD","LU2360106780.USD","LU1868836757.USD","LU2471134796.USD","DISK","SOXX","LU0787776722.HKD","USXF","LU2168564065.EUR","IE00B5949003.HKD","AIQ","LU0323591593.USD","LU0096364046.USD","LU0353189680.USD","LU0097036916.USD","LU2286300806.USD","LU0256863811.USD","IE0034235303.USD","BK4585","SHOC","SG9999001424.SGD","LU0154236417.USD","LU0689472784.USD","MUD","MU","LU2471134523.USD","BK4532","LU2458330169.SGD","LU2168564149.EUR","LU0238689110.USD","ARTY","SGXZ99366536.SGD","LU0320765059.SGD","LU0964807845.USD","LU0203347892.USD","MUZ","LU1323610961.USD","JGRO","LU0859254822.USD","SGXZ81514606.USD","MULL","LU0820561909.HKD","BAI","BK4566","IE0009356076.USD","LU0417517546.SGD","SOXQ","CHPS","FDTX","CGGO","RULE","BK4543","LEGR","LU1629891620.HKD","FXL","LU0943347566.SGD","LU0792757196.USD","BK4554","IE00BSNM7G36.USD","LU1778281490.HKD","EFIV","IE00B1XK9C88.USD","IE00B19Z3581.USD","LU0056508442.USD","BK4553","CHPX","LU2102340556.USD","LU1280957306.USD","LU1316542783.SGD","LU2931357623.SGD","LU2023250330.USD","EMSF","GB00BDT5M118.USD","LU2250418816.HKD","LU2048586759.USD","LU1868836914.USD","LU0157215616.USD","BK4141","LU0889566641.SGD","TRFK","LU1861220033.SGD","PSI","IE00B7SZLL34.SGD","AIS","LU1145028129.USD","LU1868837136.USD","PTF","BK4575","HBMX","LU2750360997.AUD","LU2168563687.JPY","LU1548497426.USD","DRMY","BK4527","LU1674673691.USD","CHAT","LU2750360641.GBP","LU2168564495.EUR","LU2087625088.SGD","IE00BJLML261.HKD","SMU00main","LU2089985449.USD","EGGY","LU2896262040.SGD","IE00BKDWB100.SGD","TTXU","LU1267930813.SGD","LU0820562030.AUD","LU0081259029.USD","LU2471134879.HKD","LU2543165471.USD","LU2357627491.SGD","IE00BWXC8680.SGD","FTXL","WUGI","LU2357305700.SGD","BK4579","LU0127658192.USD","LU0708995401.HKD","LU1551013342.USD","LU2168564222.USD","LU0133085943.USD","LU1868837300.USD","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669169907","title":"Will Micron and Sandisk Stocks Break Out or Give Back Their Recent Gains? Here’s What Wall Street Expects","url":"https://stock-news.laohu8.com/highlight/detail?id=2669169907","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669169907?lang=en_us&edition=fundamental","pubTime":"2026-09-21 21:47","pubTimestamp":1789998431,"startTime":"0","endTime":"0","summary":"Memory stocks have started moving again, with Micron (NASDAQ:MU) and Sandisk (NASDAQ:SNDK) delivering sizable gains during recent sessions. 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Nvidia stock has risen more than 19% so far this year, 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to Manage SK hynix's Indiana HBM Plant","url":"https://stock-news.laohu8.com/highlight/detail?id=2669190154","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669190154?lang=en_us&edition=fundamental","pubTime":"2026-09-21 17:43","pubTimestamp":1789983799,"startTime":"0","endTime":"0","summary":"HanmiGlobal  will provide construction management services for SK hynix's  HBM packaging plant under construction in West Lafayette, Indiana, according to a HanmiGlobal release on Monday.HanmiGlobal has been involved since preconstruction and will oversee design, schedule, cost, quality, safety and risk management, while coordinating SK hynix's Korean and U.S. partners through cleanroom completion in 2028.The $4 billion plant, SK hynix's first U.S. AI memory production base, broke ground Aug. 27, with construction starting in March. HanmiGlobal is managing about 20 advanced industry projects in the U.S., including semiconductor, secondary battery, and submarine cable 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Bonds","url":"https://stock-news.laohu8.com/highlight/detail?id=2669151193","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669151193?lang=en_us&edition=fundamental","pubTime":"2026-09-21 17:18","pubTimestamp":1789982337,"startTime":"0","endTime":"0","summary":"GLOBAL MARKETS-Stocks rise on AI optimism; lower oil helps bondsLONDON, Sept 21 (Reuters)-Global stocks rose on Monday, recovering some poise, as evidence of booming AI demand lifted tech shares and 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