On August 25, Micron Technology rose 3.65% in regular trading, trading at $934.62/share, with turnover of $3.021 billion. The rebound follows a nearly 6% single-day decline in the prior session triggered by Samsung's shareholder return plan falling short of market expectations, which sparked broad-based selling across storage chip stocks.

The current recovery is characterized as an oversold bounce. NVIDIA reportedly notified customers of AI server price increases of up to 15% for next year, citing rising memory prices — a signal that indirectly confirms robust storage demand and sustained pricing power. Market attention has now shifted to NVIDIA's earnings report scheduled for August 26 after hours, with Blackwell platform volume ramp expectations serving as a key catalyst for semiconductor sector sentiment recovery.

Micron CEO previously stated that data center client demand exceeds the company's committable supply by approximately 50%, underscoring a structural supply-demand imbalance driven by AI workloads. Additionally, Mizuho adjusted its price target on Micron to $1,300 from $1,375, while maintaining coverage, and BMO initiated coverage with an outperform rating and a $1,300 target.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)