Micron’s 50% Problem: Why Having Too Few Microchips is Making Investors Rich
Key takeaways
- CEO Sanjay Mehrotra announced a $200B investment to expand US production capacity across three facilities, targeting 40% domestic manufacturing by 2036 and creating 90,000 high-paying jobs.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Micron Technology wasn t one of them.
- Micron is the only US-based memory manufacturer, and Mehrotra is now making the case that the supply gap will outlast the current calendar cycle.
Micron’s 50% Problem: Why Having Too Few Microchips is Making Investors Rich joi / Flickr David Beren Mon, May 25, 2026 at 7:05 PM GMT+7 4 min read MU NVDA Quick Read Micron (MU) reported Q2 2026 revenue of $23.86B and EPS of $12.20, crushing guidance, as its Cloud Memory Business Unit generated $5.284B in revenue at a 66% gross margin while the company can only meet 50-67% of customer demand for HBM and DRAM chips. CEO Sanjay Mehrotra announced a $200B investment to expand US production capacity across three facilities, targeting 40% domestic manufacturing by 2036 and creating 90,000 high-paying jobs.
Micron claims the memory chip shortage is structural, not cyclical, because meaningful new industry supply doesn’t arrive until 2028, giving the company two more years of pricing power before capacity additions from competitors begin ramping production.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Micron Technology wasn t one of them. Get them here FREE.