{"id":53406,"date":"2026-06-22T09:16:59","date_gmt":"2026-06-22T09:16:59","guid":{"rendered":"https:\/\/www.icm.com\/ai-rally-micron-earnings-memory-chip-demand\/"},"modified":"2026-09-08T10:51:33","modified_gmt":"2026-09-08T10:51:33","slug":"ai-rally-micron-earnings-memory-chip-demand","status":"publish","type":"post","link":"https:\/\/43.204.68.210\/icmcapitalmy\/en\/ai-rally-micron-earnings-memory-chip-demand\/","title":{"rendered":"AI Rally Faces a Memory-Chip Test as Micron Earnings Approach"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"53406\" class=\"elementor elementor-53406\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-c7028eb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c7028eb\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-884db35\" data-id=\"884db35\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-611206f elementor-invisible elementor-widget elementor-widget-neuros_heading\" data-id=\"611206f\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;neuros_heading_animation&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"neuros_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"neuros-heading-widget\"><h2 class=\"neuros-heading\"><span class=\"neuros-heading-content\">AI Rally Faces a Memory-Chip Test as Micron Earnings Approach<\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14c9b80 elementor-widget elementor-widget-text-editor\" data-id=\"14c9b80\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Artificial intelligence has helped carry major US equity indices towards record levels, but the next test of the rally may come from a component that once attracted far less attention: memory.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a1f669c elementor-widget elementor-widget-text-editor\" data-id=\"a1f669c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Micron Technology is scheduled to report its fiscal third-quarter results on Wednesday, 24 June. Investors will examine the results for evidence that demand for high-bandwidth memory, data-centre infrastructure and AI-related computing remains strong enough to support elevated semiconductor valuations.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be5cbd0 elementor-invisible elementor-widget elementor-widget-neuros_heading\" data-id=\"be5cbd0\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;neuros_heading_animation&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"neuros_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"neuros-heading-widget\"><h2 class=\"neuros-heading\"><span class=\"neuros-heading-content\">Why Micron's results matter beyond one company<\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-17003f0 elementor-widget elementor-widget-text-editor\" data-id=\"17003f0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Micron produces DRAM, NAND and specialised memory products used across data centres, computers, mobile devices, vehicles and other technology systems.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7e9842f elementor-widget elementor-widget-text-editor\" data-id=\"7e9842f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Memory was traditionally considered one of the more cyclical parts of the semiconductor industry. Prices could rise rapidly when supply became limited, then fall when manufacturers expanded production or demand weakened.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e109620 elementor-widget elementor-widget-text-editor\" data-id=\"e109620\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>AI is changing that structure. Advanced processors require large amounts of fast memory to handle complex models and data-intensive workloads. High-bandwidth memory, commonly known as HBM, has therefore become an important part of AI infrastructure rather than a standard interchangeable component.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6b3f144 elementor-widget elementor-widget-text-editor\" data-id=\"6b3f144\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Micron&#8217;s results may offer information about demand from data centres and cloud providers, pricing conditions across memory products, the availability of advanced HBM capacity, capital expenditure and the sustainability of AI infrastructure spending.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c1a2b51 elementor-invisible elementor-widget elementor-widget-neuros_heading\" data-id=\"c1a2b51\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;neuros_heading_animation&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"neuros_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"neuros-heading-widget\"><h2 class=\"neuros-heading\"><span class=\"neuros-heading-content\">Expectations are already high<\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e66036 elementor-widget elementor-widget-text-editor\" data-id=\"2e66036\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Micron reported fiscal second-quarter revenue of $23.86 billion, compared with $13.64 billion in the previous quarter and $8.05 billion during the same period last year.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f6d3023 elementor-widget elementor-widget-text-editor\" data-id=\"f6d3023\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The company also recorded a GAAP gross margin of 74.4% and issued third-quarter revenue guidance of $33.5 billion, plus or minus $750 million. Its guidance included an expected gross margin of approximately 81%.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-72530ef elementor-widget elementor-widget-text-editor\" data-id=\"72530ef\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>These figures demonstrate the strength of the current memory cycle, but they also raise the threshold for another positive market surprise. When a company&#8217;s share price and earnings expectations rise quickly, strong results may no longer be enough by themselves. Investors may focus more heavily on forward guidance, order visibility, supply constraints and whether growth can continue at the same pace.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6fab9dd elementor-invisible elementor-widget elementor-widget-neuros_heading\" data-id=\"6fab9dd\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;neuros_heading_animation&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"neuros_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"neuros-heading-widget\"><h2 class=\"neuros-heading\"><span class=\"neuros-heading-content\">Memory chips become critical AI infrastructure<\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be0dcfa elementor-widget elementor-widget-text-editor\" data-id=\"be0dcfa\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The wider memory market is also showing how AI is changing the semiconductor industry.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6d8d789 elementor-widget elementor-widget-text-editor\" data-id=\"6d8d789\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>SK Hynix overtook Samsung Electronics to become South Korea&#8217;s most valuable listed company on 22 June. The company has benefited from its leading position in HBM products used in advanced AI systems.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a7cc6d7 elementor-widget elementor-widget-text-editor\" data-id=\"a7cc6d7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Its shares have risen more than 340% this year, while its market capitalisation reached approximately $1.35 trillion. Reuters reported that SK Hynix controlled around 61% of the global HBM market in 2025, compared with approximately 21% for Micron and 17% for Samsung.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f474363 elementor-widget elementor-widget-text-editor\" data-id=\"f474363\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>This development illustrates a broader change. Memory chips are becoming strategically important components with higher technical barriers, closer integration with AI processors and potentially stronger pricing power.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f719402 elementor-invisible elementor-widget elementor-widget-neuros_heading\" data-id=\"f719402\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;neuros_heading_animation&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"neuros_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"neuros-heading-widget\"><h2 class=\"neuros-heading\"><span class=\"neuros-heading-content\">Micron becomes a test of the wider AI rally<\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f61d338 elementor-widget elementor-widget-text-editor\" data-id=\"f61d338\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Micron shares have gained approximately 298% this year, while the Philadelphia Semiconductor Index recently reached a record high. Major US stock indices have also remained close to their all-time highs despite volatility across technology shares.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-520fa16 elementor-widget elementor-widget-text-editor\" data-id=\"520fa16\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>This means Micron&#8217;s report could influence sentiment beyond memory manufacturers. Strong demand, supportive pricing and confident guidance could reinforce expectations for semiconductor suppliers, data-centre companies and other AI infrastructure businesses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d0551a elementor-widget elementor-widget-text-editor\" data-id=\"8d0551a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>However, evidence of slowing orders, weaker pricing or higher production costs could raise questions about whether parts of the AI rally have moved ahead of underlying fundamentals. The reaction may depend less on the headline earnings figure and more on what management says about future demand.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b9f533 elementor-invisible elementor-widget elementor-widget-neuros_heading\" data-id=\"7b9f533\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;neuros_heading_animation&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"neuros_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"neuros-heading-widget\"><h2 class=\"neuros-heading\"><span class=\"neuros-heading-content\">Big Tech spending supports the semiconductor cycle<\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e54988f elementor-widget elementor-widget-text-editor\" data-id=\"e54988f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Large technology companies continue to invest heavily in computing capacity, data centres, networking equipment and advanced chips.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c5fea4f elementor-widget elementor-widget-text-editor\" data-id=\"c5fea4f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Combined AI-related spending by major technology companies is expected to exceed $700 billion this year, compared with around $400 billion in 2025. This expansion has supported semiconductor demand and corporate earnings across the AI supply chain.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dedcc53 elementor-widget elementor-widget-text-editor\" data-id=\"dedcc53\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The central question is whether this spending is creating sustainable demand or encouraging manufacturers to expand capacity too aggressively. Chip production requires long investment periods, and supply decisions made today can influence pricing several quarters or years later. This is one reason the semiconductor industry has historically experienced strong cycles.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32e0578 elementor-invisible elementor-widget elementor-widget-neuros_heading\" data-id=\"32e0578\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;neuros_heading_animation&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"neuros_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"neuros-heading-widget\"><h2 class=\"neuros-heading\"><span class=\"neuros-heading-content\">Macroeconomic conditions remain important<\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d95423a elementor-widget elementor-widget-text-editor\" data-id=\"d95423a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The AI investment story is unfolding alongside a more challenging interest-rate environment.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e12c2f0 elementor-widget elementor-widget-text-editor\" data-id=\"e12c2f0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Higher bond yields can pressure technology valuations because a greater portion of their expected value depends on future earnings. When discount rates rise, investors may become less willing to pay elevated multiples for long-term growth.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-94de51c elementor-widget elementor-widget-text-editor\" data-id=\"94de51c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The US Personal Consumption Expenditures inflation report is also scheduled for Thursday, 25 June. A stronger inflation reading could reinforce expectations that interest rates will remain restrictive, while a softer result may provide some relief to growth-sensitive equities.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d892942 elementor-widget elementor-widget-text-editor\" data-id=\"d892942\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>This creates two separate tests for technology markets during the week: Micron will test the strength of AI-related corporate demand, while US inflation data will test the monetary-policy environment supporting equity valuations.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5303c66 elementor-invisible elementor-widget elementor-widget-neuros_heading\" data-id=\"5303c66\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;neuros_heading_animation&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"neuros_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"neuros-heading-widget\"><h2 class=\"neuros-heading\"><span class=\"neuros-heading-content\"><a href=\"https:\/\/icmcapitalgroup-my.sharepoint.com\/:w:\/g\/personal\/suhail_ahamed_icm_com\/IQDbGxqXcFRSSKpq9RpwDefBAWM85k5ospZLZjFm73BT0Pc?rtime=47n1Kj7Q3kg\">Macroeconomic conditions remain important<\/a><\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dd23204 elementor-widget elementor-widget-text-editor\" data-id=\"dd23204\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Traders will first examine Micron&#8217;s revenue, margins and earnings relative to the company&#8217;s previous guidance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bb1ff6 elementor-widget elementor-widget-text-editor\" data-id=\"3bb1ff6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Management commentary on HBM availability, customer demand and memory pricing may be more influential than the reported numbers alone.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c1d3517 elementor-widget elementor-widget-text-editor\" data-id=\"c1d3517\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Capital expenditure will also matter. Higher investment can signal confidence in future demand, but aggressive expansion could eventually create concerns about excess supply.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29ddcb4 elementor-widget elementor-widget-text-editor\" data-id=\"29ddcb4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Market participants will monitor the wider response across semiconductor manufacturers, AI infrastructure companies and major technology indices. Treasury yields and Thursday&#8217;s PCE inflation report could determine whether company-specific optimism translates into a broader equity-market move.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c9b3a29 elementor-invisible elementor-widget elementor-widget-neuros_heading\" data-id=\"c9b3a29\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;neuros_heading_animation&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"neuros_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"neuros-heading-widget\"><h2 class=\"neuros-heading\"><span class=\"neuros-heading-content\">Frequently Asked Questions<\/span><\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dfd3048 elementor-widget elementor-widget-accordion\" data-id=\"dfd3048\" data-element_type=\"widget\" data-widget_type=\"accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2341\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-2341\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fontello icon-accordion-arrow-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fontello icon-accordion-arrow-right-alt\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Why is Micron important to the AI market? <\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2341\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-2341\"><p>Micron produces memory products used alongside advanced processors in AI servers and data centres. AI systems require large amounts of fast memory to process complex workloads efficiently.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2342\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-2342\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fontello icon-accordion-arrow-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fontello icon-accordion-arrow-right-alt\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">What is high-bandwidth memory? <\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2342\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-2342\"><p>High-bandwidth memory is a specialised type of memory designed to transfer large quantities of data rapidly while using less power. It is commonly integrated with advanced processors used for AI and high-performance computing.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2343\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-2343\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fontello icon-accordion-arrow-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fontello icon-accordion-arrow-right-alt\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Why could strong earnings still lead to a negative market reaction? <\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2343\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-2343\"><p>Markets often price expected growth into a company&#8217;s shares before results are released. If expectations are extremely high, even strong figures may disappoint investors when guidance or demand commentary falls short.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2344\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-2344\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fontello icon-accordion-arrow-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fontello icon-accordion-arrow-right-alt\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">How do interest rates affect technology stocks? <\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-2344\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-2344\"><p>Higher interest rates increase the discount applied to future earnings. This can place greater pressure on companies whose valuations depend heavily on long-term growth expectations.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Why is Micron important to the AI market?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>Micron produces memory products used alongside advanced processors in AI servers and data centres. AI systems require large amounts of fast memory to process complex workloads efficiently.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"What is high-bandwidth memory?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>High-bandwidth memory is a specialised type of memory designed to transfer large quantities of data rapidly while using less power. It is commonly integrated with advanced processors used for AI and high-performance computing.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"Why could strong earnings still lead to a negative market reaction?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>Markets often price expected growth into a company&#8217;s shares before results are released. If expectations are extremely high, even strong figures may disappoint investors when guidance or demand commentary falls short.<\\\/p>\"}},{\"@type\":\"Question\",\"name\":\"How do interest rates affect technology stocks?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p>Higher interest rates increase the discount applied to future earnings. This can place greater pressure on companies whose valuations depend heavily on long-term growth expectations.<\\\/p>\"}}]}<\/script>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Artificial intelligence has helped carry major US equity indices towards record levels, but the next test of the rally may come from a component that once attracted far less attention: memory. Micron Technology is scheduled to report its fiscal third-quarter results&#8230;<\/p>\n","protected":false},"author":1,"featured_media":53407,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[230],"tags":[],"class_list":["post-53406","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>AI Rally Faces a Memory-Chip Test as Micron Earnings Approach<\/title>\r\n<meta name=\"description\" content=\"Micron&#039;s upcoming earnings could test the strength of AI infrastructure spending, semiconductor demand and the technology-led equity rally.\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link 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