Micron logo on the company’s booth at the 8th China International Import Expo in Shanghai, China (Credit November 5, 2025. REUTERSMaxim Shemetov)
The Micron Technology touched the brand for the first time $1 trillion in market value this Tuesday (26), driven by the global rally in the semiconductorsdue to the race for infrastructure artificial intelligence (AI) and after receiving public praise from the President of the United States, Donald Trump.
Shares of the North American memory chip manufacturer reached an all-time intraday high of US$891.27 in New York, which led the company to momentarily surpass the trillion-dollar level.
The movement extends a strong sequence of appreciation: the shares accumulate an increase of more than 200% in 2026 and have increased by more than 800% in the last 12 months, reflecting the market’s enthusiasm with the growing demand for high-performance memory chips used in servers and generative AI systems.
Micron receives praise from Trump
At a rally held on Friday in New York, Trump stated that Micron is “great” and highlighted the company’s investments in American territory.
Last year, the company announced plans to invest up to US$200 billion to expand semiconductor production and research in the US, including a project worth up to US$100 billion to build the country’s largest chip factory in New York State. The unit is expected to begin operations in 2030.
In addition to the domestic boost, the sector also followed the strong performance of semiconductor companies in Asia.
In Hong Kong, Chinese chip stocks rose after optimism over new Huawei projects, while in South Korea, SK Hynix and Samsung Electronics also posted gains.
UBS analysts reinforced a buy recommendation for Micron and raised the share price target to US$1,625.
The bank cited long-term contracts, greater demand predictability and potential for structural expansion of the AI memory market. The institution also revised upwards estimates for profit and cash generation between 2027 and 2029.
*With information from Dow Jones Newswires
Source: www.moneytimes.com.br
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