8legs: Micron technology

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#1 out of 4

A Central New York climate group calls on Micron to deliver 100% renewable energy and reduce natural gas use at its Onondaga County site.
CCAA urges monitoring by OCIDA, Onondaga County, and federal legislators to ensure compliance with climate goals.
The group acknowledges Micron’s potential to bring jobs but warns against past environmental mistakes in Onondaga Lake.
The commentary frames renewables and grid upgrades as essential to Micron’s regional project and climate goals.
The authors advocate prioritizing electrification and energy efficiency over nuclear options for Micron’s energy needs.
CCAA stresses action to meet the Climate Leadership and Community Protection Act and broader environmental laws.
The piece notes Micron’s promise of creating thousands of jobs and significant regional transformation.
The authors argue for a robust renewables grid and storage as prerequisites for Micron’s footprint.
CCAA frames environmental stewardship as essential to a healthy future and public policy.
The commentary underscores climate urgency and the scientific consensus on GhGe increases.

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#2 out of 4

Micron stock rose after Mizuho analyst Vijay Rakesh boosted his price target, signaling renewed optimism.
The note argues NAND prices could soar, with potential 2026 gains and further 2027 spikes.
Rakesh cites attractive valuations as a reason for the positive outlook on semis and Micron.
Analysts expect Micron earnings to rise, supporting a favorable 2026 outlook.
Market data show Micron trading near a high price range amid bullish sentiment.
The analysis links NAND demand growth to potential margin expansion for Micron.
The piece cites a market outlook where NAND demand outpaces supply, driving prices higher.
The report notes Mizuho’s updated rationale for Micron’s upside tied to NAND dynamics.
The article references historical target updates from the same analyst as a driver of momentum.

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#3 out of 4

Cramer tells investors not to chase the memory-stocks rally and points to equipment makers as a safer play.
He recommends semiconductor capital equipment makers like ASML, Applied Materials, KLA Corp and Lam Research as a durable play.
Cramer notes memory stocks have surged; he expects possible long-term gains from equipment makers if others dip.
Cramer cites ASML’s 54% and Lam Research’s 137% moves as examples of equipment peers' strength.
He suggests investors may buy ASML, Lam Research or KLA if shares dip after quarterly results.

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#4 out of 4562.0 est. views

Micron begins construction of Fab 10B in Singapore, a new 3D NAND fab planned to boost local capacity.
Fab 10B will nearly double Singapore’s 3D NAND capacity and add up to 700,000 sq ft of cleanroom space.
Fab 10B will also support R&D and collaboration with regional research partners.
Fab 10B targets AI and data center applications, expanding beyond traditional memory lines.
Fab 10B will be Micron’s first double-story wafer fab in Singapore to optimize build-out efficiency.
Fab 10B will enable higher 3D NAND process variety, including nodes with over 500 active layers.
Fab 10B includes HBM packaging work adjacent to the NAND fab.
Project cost is about $24 billion with a 10+ year build timeline.
The expansion is expected to create roughly 3,000 new local jobs.
The plan reinforces Singapore as a central hub in Micron’s global manufacturing network.

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