---
title: "Micron Rallies as Memory Chip Shortage Fuels AI Demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285975730.md"
description: "Micron Technology's shares surged by about 9% as demand for memory chips driven by artificial intelligence continues to rise amid tightening supply. The stock has gained in 11 of the last 15 sessions, more than doubling since March. Analysts suggest this trend may indicate a memory supercycle, with expectations of high profit margins for Micron and other chipmakers by 2026. The critical question for investors is whether AI-related memory demand will sustain pricing power in the long term."
datetime: "2026-05-11T16:59:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285975730.md)
  - [en](https://longbridge.com/en/news/285975730.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285975730.md)
---

# Micron Rallies as Memory Chip Shortage Fuels AI Demand

Micron Technology (MU, Financials) rose again as investors continued piling into memory chip stocks amid tightening supply and strong artificial intelligence demand.

Shares climbed about 9% in morning trading, even as the broader market struggled with higher energy prices and renewed geopolitical concerns. Micron has now gained in 11 of the past 15 sessions and has more than doubled since the end of March.

The rally reflects growing expectations that demand for AI accelerators, inference hardware and advanced memory chips could keep supply tight and boost profitability across the sector.

Analysts have increasingly described the trend as a potential memory supercycle. Seaport Research's Jay Goldberg said stronger-than-expected AI adoption could create windfall gains for chipmakers across memory, logic and networking.

Profit expectations are also rising. Micron, SanDisk and Broadcom are projected to post gross margins above 75% in 2026.

For investors, the key question is whether AI-related memory demand can remain strong enough to support pricing power through 2026 and beyond.

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