Micron Technology

Chip stocks began 2026 with a strong rally, fueled by continued AI investment. ASML, Micron, Lam Research, Intel, and Marvell saw significant gains, building on impressive 2025 performances by AMD and Nvidia. This surge reflects the ongoing expansion of AI infrastructure by hyperscalers. Despite persistent investor enthusiasm, concerns about market valuations and potential overheating, highlighted by investor Michael Burry, remain. The VanEck Semiconductor ETF also extended its strong upward trend, indicating sustained industry momentum.

Micron Technology is investing $200 billion in US semiconductor manufacturing and R&D, creating 90,000 jobs. As part of the White House initiative, Micron commits to empowering 40,000 learners and educators in AI through educational programs, mentorship, and resources. This supports advancing AI education to address a skills gap. Micron, the only US memory manufacturer, is strategically positioned in the AI revolution.