Commentary: Micron turns AI memory crunch into a buyback story

Levi Li

, DIGITIMES, Taipei

Jun 25, 2026, 11:12 0

Credit: AFP

Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.

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