Micron Technology is trading 3.8% up at $218.25, primarily on sector strength from stronger AI-spending optimism and tight DRAM and NAND supply.
- Record South Korean chip exports, falling yields, and a tech-led risk-on market are providing additional support.
- The move extends the September 21, 2026 rally and appears primarily sector-driven rather than company-specific.
- Micron’s fiscal fourth-quarter results are scheduled for September 30, 2026.