---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000759934.md"
description: "AI memory boom remains strong but with 80%+ margins and lofty expectations sustaining this pace of growth may become more challenging.If AI infrastructure spending keeps accelerating, Micron may still have upside"
datetime: "2026-06-25T03:56:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000759934.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000759934.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000759934.md)
author: "[Ragul97](https://longbridge.com/en/profiles/23572170.md)"
generator: "portal-rs"
---

# AI memory boom remains strong but with 80%+ margin…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)

## Comments (1)

- **Revolution～ · 2026-06-25T04:15:14.000Z · 👍 1**: Agreed, 80 percent margins are priced for perfection so the bar only climbs from here. As long as the capex cycle keeps running it can grow into it, but that's basically the whole bet now.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**