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News 2026-10-03 14:03 UTC

JPMorgan sees memory supply tight through 2028

JPMorgan says memory supply should remain tight through 2028, with customer order discussions extending into 2031. The bank also points to HBM and DRAM demand growth and higher HBM blended pricing in CY27.

News 2026-09-28 17:14 UTC

Micron Heads Into Earnings as JPMorgan Sees HBM Shortage Lasting Through 2028

JPMorgan analyst Harlan Sur expects Micron Technology Inc. (NASDAQ: MU ) to confirm strong memory pricing in its fourth-quarter report, due Sept. 30. Sur reiterated an Overweight rating and $1,540 price forecast, saying Micron has several opportunities to beat current Wall Street expectations and raise its outlook. Aug