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Micron to Hon Hai: AI Supply Chain Results Beat Expectations as Global Infrastructure Spending Stays Elevated","url":"https://stock-news.laohu8.com/highlight/detail?id=1156740625","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156740625?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:21","pubTimestamp":1791192086,"startTime":"0","endTime":"0","summary":"Hon Hai Precision Industry Co. 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(HNHPF), a partner of NVIDIA (NVDA), reported better-than-expected quarterly revenue, signaling that global AI infrastructure spending remains at a high 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Memory Stocks to Watch Beyond Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2673245774","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673245774?lang=en_us&edition=fundamental","pubTime":"2026-10-05 10:24","pubTimestamp":1791167042,"startTime":"0","endTime":"0","summary":"Micron’s blowout quarter, with revenue jumping by about $43b year over year and operating margins above 80% in some lines, has refocused attention on who supplies the tools, materials, and services behind that AI memory surge. Investors watching tight supply, strong pricing, and a single digit forward P/E on Micron may see more than one way to consider this story. This article walks through three stocks exposed to that same earnings shock and explains how each could either sharpen or dull...","market":"nz","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/de/semiconductors/etr-smhn/suss-microtec-shares/news/ai-memory-stocks-to-watch-beyond-micron-stock","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/de/semiconductors/etr-smhn/suss-microtec-shares/news/ai-memory-stocks-to-watch-beyond-micron-stock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU0708995401.HKD","LU2087625088.SGD","GB00BDT5M118.USD","SGXZ81514606.USD","LU0964807845.USD","LU1629891620.HKD","LU1868837136.USD","IE0002270589.USD","LU0082616367.USD","LU0792757196.USD","FTXL","LEGR","LU2471134879.HKD","LU2168563687.JPY","PSI","VGT","LU2357627491.SGD","LU0154236417.USD","LU1861215975.USD","PTF","LU1548497426.USD","LU2290526834.HKD","SMH","BOBP","BK4588","LU1316542783.SGD","WUGI","BK4532","MU","LU1145028129.USD","LU1989764748.USD","LU0889565833.HKD","LU2286300806.USD","EFIV","LU0210536198.USD","LU1366333091.USD","LU2054465674.USD","IE00BKDWB100.SGD","LU0056508442.USD","LU2756315664.SGD","LU2213496289.HKD","IE00BK4W5M84.HKD","LU0943347566.SGD","SG9999015945.SGD","TDV","BK4585","MUZ","LU0109392836.USD","LU1551013342.USD","LU0889566641.SGD","IE00BJLML261.HKD","LU0109391861.USD","CHPS","LU1914381329.SGD","LU2896262040.SGD","LU1868836591.USD","XNTK","LU0417517546.SGD","LU0719512351.SGD","MUU","LU0133085943.USD","LU0323591593.USD","WLDR","LU2048586759.USD","LU1323610961.USD","LU1674673428.USD","FDTX","LU2168564222.USD","LU0203347892.USD","IE00B5949003.HKD","LU1280957306.USD","IE00BSNM7G36.USD","LU0081259029.USD","LU0097036916.USD","LU0096364046.USD","IE00B19Z3581.USD","LU2750360997.AUD","LU1267930730.SGD","AIS","FTEC","BK4533","LU2102340556.USD","LU0320765059.SGD","LU2458330169.SGD","LU1267930813.SGD","IETC","LU0238689110.USD","BAI","IE0009356076.USD","MIC","IE00B7SZLL34.SGD","RULE","LU1720051017.SGD","SG9999015952.SGD","LU1852331112.SGD","SOXX","LU2471134523.USD","BK4543","LU1868837300.USD","SGXZ99366536.SGD","IE000M9KFDE8.USD","LU1868836757.USD","LU2471134952.CNY","LU0157215616.USD","CHPX","LU2756315318.SGD","BK4141","LU0859254822.USD","IE00BWXC8680.SGD","LU2211815571.USD","BK4575","BK4579","SG9999015978.USD","SGXZ51526630.SGD","LU2023250330.USD","AIQ","LU0127658192.USD","LU0820562030.AUD","LU2250418816.HKD","LU0689472784.USD","IE00B19Z3B42.SGD","TTXU","USXF","CGGO","LU0256863902.USD","LU2543165471.USD","LU1720051108.HKD","LU1989764664.SGD","MUG","IE00B1XK9C88.USD","LU2931357623.SGD","LU1861220033.SGD","IE0034235303.USD","SHOC","LU0672654240.SGD","SG9999015986.USD","LU2860962120.EUR","SOXQ","LU2471134796.USD","XLK","BK4553","IE00BK4W5L77.USD","LU2089985449.USD","FAI","LU2458330243.SGD","LU0820561818.USD","BK4147","KLIC","LU0353189680.USD","FXL","LU1803068979.SGD","MUYY","BK4512","LU0256863811.USD","LU0642271901.SGD","LU0820561909.HKD","AIFD","LU0353189763.USD","LU1674673691.USD","LU2168564065.EUR","LU2168564495.EUR","BK4566","LU2357305700.SGD","LU2403377893.USD","TRFK","SG9999001424.SGD","BK4527","EGGY","LU0787776722.HKD","EMSF","LU2360107168.USD","LU1551013425.SGD","LU1868836914.USD","LU0640476718.USD","LU0274383776.USD","BK4554","LU0683600562.USD","LU1778281490.HKD","LU0061475181.USD","LU0234570918.USD","LU2168564149.EUR","LU0203345920.USD","SMU00main","BK4605","IXN","LU2750360641.GBP","JGRO","LU2360106780.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673017417","title":"Micron’s FY26 Revenue Soars 3.5x YoY. FY27 Looks Even Better, Right? 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AI accelerators require high-bandwidth memory to transfer data, while training and inference systems rely on high-capacity DRAM and enterprise SSDs to store models, data, and intermediate results. Among key players, Micron (MU) maintains a presence across DRAM, HBM, and NAND, whereas SanDisk (SNDK) places its main bet on NAND flash memory and enterprise data center storage. While both companies benefit from AI storage demand, what investors ultimately need to determine is whether the better allocation choice is a diversified platform or a pure-play NAND cyclical stock offering higher 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