tiprankstipranks
Advertisement
Advertisement

Micron (MU) Rolls Out Faster Module Built for AI and Data Center Workloads

Story Highlights
  • Micron began sampling its new 256GB DDR5 RDIMM to major server partners.
  • The module uses 1‑gamma DRAM and reaches speeds up to 9,200 MT/s, over 40% faster than today’s common server memory.
  • A single 256GB module can cut power use by more than 40% compared with two 128GB modules.
Micron (MU) Rolls Out Faster Module Built for AI and Data Center Workloads

Micron Technology (MU) has started sampling new 256GB DDR5 registered dual in-line memory modules (RDIMM) to major server partners. These modules are built to handle high‑performance AI and data center workloads. The module is built on Micron’s 1‑gamma DRAM, which can reach speeds up to 9,200 MT/s, over 40% faster than common server memory.

Claim 55% Off TipRanks

It uses 3D stacking and tiny vertical connections (TSVs) to link the memory layers. This allows the module to fit more memory into a smaller space, giving it more capacity than traditional 2D designs.

Interestingly, Micron said one 256GB module can use over 40% less power than two 128GB modules. This is important for AI data centers, where power and cooling are major costs.

Micron is working with key server makers to test the new module on current and next‑gen platforms. This helps ensure the memory will work smoothly across AI and high-performance computing systems.

MU Stock Bags Street High Price Target

Recently, analysts from D.A. Davidson and Deutsche Bank assigned a Street-high price target of $1,000 to Micron stock.

Deutsche Bank’s Melissa Weathers raised Micron’s price target because meetings showed AI is transforming the memory industry. Surging AI demand, with support from falling cost-per-token, is boosting adoption across both data center and edge workloads.

Similarly, analyst Gil Luria said Micron deserves a $1,000 target as investors underestimate how AI is transforming memory demand. As AI models grow larger and smarter, they require more memory, which keeps driving demand even higher.

Is MU a Good Stock to Buy Now?

Turning to Wall Street, MU stock has a Strong Buy consensus rating based on 27 Buys and three Holds assigned in the last three months. At $591.67, the average Micron stock price target implies a 21.41% downside risk.

Disclaimer & DisclosureReport an Issue

1