MICRON TECHNOLOGY WKN: 869020 ISIN: US5951121038 Kürzel: MU Forum: Aktien Thema: Hauptdiskussion

Auszug aus Link: Micron, Intel, two other stocks to lead pack as BofA sees $3.2T semis market by 2030 BofA analyst expects semiconductor industry's TAM to reach $3.2T by 2030. Chip demand seen remaining strong through 2028 despite AI slowdown concerns. Memory shortages, data-centre demand could drive long-term industry growth. While investors assess whether a potential slowdown in artificial intelligence development could weaken demand for chips and data-centre infrastructure, Bank of America analyst Vivek Arya is taking a longer-term view, forecasting a sharp expansion in the semiconductor industry over the coming years. Arya expects the total addressable market for the semiconductor industry to reach $3.2 trillion by 2030, compared with an estimated $1.7 trillion this year, MarketWatch reported. He sees memory chips and data-centre demand leading the expansion, alongside recoveries in the automotive and industrial sectors. The bullish long-term outlook comes after a volatile week for semiconductor stocks, as concerns about the pace of AI development triggered a sharp selloff before the sector partially recovered. AI demand remains resilient Investors have recently worried that companies such as Anthropic and OpenAI could reduce hardware spending if they slow the development and training of large language models. Arya, however, said he sees little evidence of an immediate deterioration in demand. The BofA analyst said he sees "no signs of slowing" in customer orders, long-term agreements, supply commitments and chip pricing despite recent market jitters. In a note to clients, Arya said next year "remains much a fully booked/contracted year" for providers of computing power, networking components and memory chips. He also expects 2028 to "remain tight" as demand continues to absorb available capacity. That outlook suggests that any moderation in the pace of AI model development may not immediately translate into weaker semiconductor demand, particularly given existing commitments for computing and infrastructure.

https://invezz.com/news/2026/09/16/micron-intel-two-other-stocks-to-lead-pack-as-bofa-sees-3-2t-semis-market-by-2030/

Wenn die Leute kein Sprit haben dann sollen die doch Taxi fahren.

BREAKING NEWS: Snickers geht im Iran zu neige und ist Mangelware.

Hahahahaha

Jetzt Check ich’s endlich, du willst deine erste Micron Aktie kaufen, aber hast insgesamt nur 600 Euro. Sag’s doch gleich, dass du unbedingt Teil von uns werden willst :)

799 euro und unter jawoooloo Yooo wir schaffen das Sterbliche, die 600 euro je aktie sind zum greifen nahe 🎊🎉🎉

Heute Abend sehen wir die 900 euro pro Aktie wieder... nicht 🤣

Was ein geiler Tag

Immerhin bisschen Stabilität vor dem Zinsentscheid morgen

pendelt bissel, wird dann nach oben knallen

Abverkauf geht wieder los

Heute wieder ki in und rest rot

Alles was ich schreibe ist ironisch aber es steckt auch etwas Wahrheit und die muss jeder für sich finden

heut wird erstmal die 950$ Marke zurückerobert