Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA) - Yahoo Finance

In 2026, the AI chip stock favored by Donald Trump outperformed NVIDIA, with Micron Technology (MU) leading his portfolio. According to filings from the U.S. Office of Government Ethics, Trump's inves... Read original →

Micron’s 2026 surge stems from AI infrastructure’s acute demand for high-bandwidth memory, not market sentiment. Technically, HBM4 and HBM4E mass production is forcing GPU designers to overhaul interconnect architectures and driving advanced packaging toward 3D stacking. On compliance, while U.S. export controls benefit domestic suppliers short-term, Micron’s >10% revenue exposure to mainland China raises inventory and customer-diversification costs amid escalating geo-tensions. Facing Samsung and SK hynix accelerating HBM3E/HBM4 ramp-ups, Micron must lock in hyperscalers via customized solutions to sustain pricing power. Over the next 12–24 months, memory will shift from a peripheral component to the performance bottleneck of AI systems—consolidation is inevitable, and second-tier players lacking HBM access risk exclusion from the high-end market.