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December 24, 2025, 5:46 AM EST. Nvidia's stock has surged on the AI hardware boom, but Micron Technology is another AI semiconductor name drawing attention. Micron is up about 229% in 2025, outpacing Nvidia's gains, and Wall Street analysts overwhelmingly rate it a buy for 2026. The company's HBM3E data-center solution offers ~50% more capacity and ~30% less energy, with a ramp to HBM4E that could deliver up to ~60% more capacity and further efficiency. Micron says its 2026 supply is already sold out, highlighting strong AI-driven demand for memory in data centers, PCs, and smartphones. CEO Sanjay Mehrotra expects the HBM market to nearly triple to $100 billion by 2028, a backdrop supportive of Micron's expanding role in AI-era infrastructure.