Thu Sep 11 12:50:00 UTC 2025: **News Article:**
**Micron Shares Surge as AI Demand Drives Production Ramp-Up**
Shares of memory chip manufacturer Micron (NYSE:MU) soared in morning trading today, reaching a new 52-week high after the company announced it is ramping up production of its high-bandwidth memory (HBM3E) to meet the booming demand from the artificial intelligence (AI) sector. As a response Micron upgraded its fourth-quarter guidance.
The surge is fueled by strong demand from major AI players like Nvidia and AMD. Micron’s stock reached a peak before cooling down to $141.46, a 4.6% increase from the previous close.
Analysts are largely optimistic, with Stifel highlighting that the market may be underestimating the significant shift in Micron’s datacenter revenue composition, which now represents the majority of sales with impressive gross margins nearing 50%. The firm also expressed a bullish view on memory pricing through the end of the year. Adding to the positive sentiment, GF Securities raised its price target on the stock to $138 from $116. This optimism is tied to Micron’s key role in the expanding AI and data center markets.
This surge follows another positive day for Micron, where the stock gained 3.1% after receiving positive outlooks from Stifel and GF Securities. Some analysts suggest that Micron could be a potential buyout candidate given its command of high-bandwidth memory (HBM) and its strategic position as a U.S.-based memory manufacturer.
Micron’s shares are very volatile and have had 25 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
Micron is up 62% since the beginning of the year, and at $141.46 per share, has set a new 52-week high. Investors who bought $1,000 worth of Micron’s shares 5 years ago would now be looking at an investment worth $3,153.
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