Will the Micron Stock Split Happen Now After Its Blowout Earnings Results? - The Motley Fool

Micron Technology delivered a blockbuster earnings report, posting EPS of $25.11 and revenue of $41.5 billion—significantly exceeding analyst expectations of $20.39 EPS and $35.1 billion in revenue. T... Read original →

Micron’s explosive earnings reflect surging AI-driven demand for HBM3E/HBM4, triggering upstream equipment orders at Applied Materials and Tokyo Electron while pressuring SK Hynix to scale CoWoS packaging. Tighter U.S. export controls on advanced memory to China paradoxically boost Micron’s pricing power in mature-node markets but concentrate supply chain risk in Vietnam and Japan. Samsung is unlikely to mimic a stock split; instead, it will double down on full-stack AI memory partnerships with NVIDIA and Microsoft. Over the next 12–24 months, Micron’s >40% HBM market share ensures outsized returns from AI capex cycles—rendering traditional splits obsolete as fractional investing erodes psychological price barriers.