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News / Reuters / Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Refinitiv Sign up to read this news Join for free Compare charts Analyze on Supercharts Latest news More news from Reuters C Dec 22, 2025 Reuters Mergers and acquisitions Dec 22, 2025 Reuters KALENDER-Termine Politik/Vermi

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News / Reuters / Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Refinitiv Sign up to read this news Join for free Compare charts Analyze on Supercharts Latest news Dow Jones Newswires Sign up to read this news Quartr TBRG: Merger and executive compensation proposals both received majori

D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU | MU Price Prediction) could be worth roughly four times its current price. However,

Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030 Thomas Richmond June 29, 2026 4 min read MU -6.69% MSFT +1.33% GOOGL +1.58% Explore stocks on Coinbase Trading disclosure Quick Read Luria says Micron could 4x by 2030 while Microsoft's 19x P/E looks cheap given its 50% AI compute backlog advantage over Google. Memory faces less competition than CPUs yet Micron trades a

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