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

Sep 28, 2026 · 01:14 PM ET· updated 1h ago
Micron Heads Into Earnings as JPMorgan Sees HBM Shortage Lasting Through 2028

JPMorgan reiterates an Overweight rating on Micron Technology ahead of Q4 earnings, citing DRAM/NAND supply.

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Why It Matters

JPMorgan thinks Micron will stay busy selling memory chips through 2028. This suggests strong demand ahead, which is worth watching in earnings.

This read is generated by AI from raw market data and is for education only. It is not financial advice, not a signal, and not a recommendation to buy or sell.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

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