Micron Is Nearing $1,000. Is a Stock Split Next? - The Motley Fool

Micron Technology's stock price has surged past the $1,000 mark, sparking speculation about a potential stock split. Following UBS raising its price target to $1,650, the stock jumped 19.3% and briefl... Read original →

Micron’s share price nearing $1,000 isn’t just market euphoria—it signals a structural realignment in the memory ecosystem. Technically, mass production of HBM4 and LPDDR6 will divert TSMC’s (Taiwan, China) CoWoS capacity toward Micron, straining packaging availability for NVIDIA and Broadcom. On compliance, escalating U.S. export controls inflate supply chain redundancy costs, potentially delaying capex despite low China revenue exposure. With Samsung and SK Hynix rapidly scaling HBM3E yields, Micron risks losing retail-driven liquidity if it delays a split—critical for funding the next capex wave. Over the next 12–24 months, even amid cyclical downturns, its trillion-dollar valuation cements ‘core asset’ status. A split is inevitable—not as a gimmick, but as financial infrastructure for America’s memory sovereignty agenda.