Micron Set For Massive AI Pricing Upside

This article first appeared on GuruFocus.

Micron (NASDAQ:MU) and the broader memory space could be heading into a serious upswing, with Wedbush saying AI demand is now strong enough to push memory prices up by more than 100%.

According to the firm, DRAM pricing could climb roughly 130% to 150% from Q4 2025 levels in the first half, with NAND not far behind. The setup is pretty straightforward: supply is tight, while demand from AI infrastructure keeps accelerating. Wedbush said the magnitude of these increases shows just how quickly conditions have improved, especially alongside Micron’s recent strong results and outlook.

That strength is spilling over into the rest of the ecosystem. Western Digital and Seagate are likely to benefit as well, with HDD vendors now expected to push for more aggressive pricing in future contracts. Meanwhile, Nvidia looks well positioned on the supply front, with CEO Jensen Huang recently pointing to around $1 trillion in demand tied to its Blackwell and Rubin systems, reinforcing how intense the AI buildout has become.