Cantor's CJ Muse Says a 2027 Memory Squeeze Could Power Micron's Earnings Through 2028

CJ Muse said on CNBC that the memory cycle is not peaking where most investors expect it to, implying a different timing for the semiconductor memory upcycle. The comment is an analyst-level view rather than a hard data point, so the immediate market impact is likely limited but relevant for positioning in memory and broader chip names.

Analysis

CJ Muse said on CNBC that the memory cycle is not peaking where most investors expect it to, implying a different timing for the semiconductor memory upcycle. The comment is an analyst-level view rather than a hard data point, so the immediate market impact is likely limited but relevant for positioning in memory and broader chip names.