Aug. 19 at 11:19 AM
$MU Jim Cramer announced plans to visit Micron Technology’s (NASDAQ: MU) research and manufacturing facility in Boise, Idaho, to conduct an on-site interview with Micron CEO Sanjay Mehrotra.
Cramer has taken an increasingly bullish stance on memory chipmakers, arguing that high-bandwidth memory (HBM) demand driven by AI data centers has disrupted the sector's traditional boom-and-bust cycle.
Cramer recently stated that Micron could potentially "double again" if data center infrastructure spending remains strong, noting tight supply dynamics across the broader memory and storage ecosystem.
His CNBC Investing Club Charitable Trust recently initiated a position in Micron following pullbacks in the semiconductor space.
