マイクロンに1,625ドル予想　AIメモリ不足が変える半導体株の評価軸

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Previously titled “マイクロンに1,625ドル予想　AIメモリ不足が変える半導体株の評価軸マイクロンに1,625ドル予想　AIメモリ不足が変える半導体株の評価軸” — renamed by the publisher on Aug 2, 2026

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Recorded26 May 2026

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Show notes

マイクロン（MU）にUBSが目標株価1,625ドルを提示。AIメモリ需要、DRAM・NAND不足、長期契約が半導体株の評価軸をどう変えるのかを解説します。https://beikoku-stock.com/2026/05/27/micron-ai-memory-ubs-1625-target/

“What did the council decide on item 42?” — answered with the speaker and the moment.