Micron Stock Forecast – AI and HBM Demand MU Hits $131
Political and Regulatory Factors Add Complexity
The CHIPS Act subsidy of $6.1 billion initially granted to Micron now faces political uncertainty, with reports suggesting the Trump administration may pressure companies like Micron to exchange subsidies for equity stakes, similar to the Intel 10% deal. If realized, this could dilute shareholder value, but also provide long-term government backing for expansion. In the near term, restrictions on South Korean memory exports to China have favored Micron, enabling it to capture incremental market share. These geopolitical dynamics, while risky, tilt advantage toward U.S. players like MU as Washington prioritizes domestic semiconductor…
