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Valuation Looks Too Low if Chip-Supply Tightness Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2672375542","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672375542?lang=en_us&edition=fundamental","pubTime":"2026-10-01 17:40","pubTimestamp":1790847600,"startTime":"0","endTime":"0","summary":"0940 GMT - Micron Technology executives' expectation for chip supply to tighten in 2028 was the most important comment in the group's earnings call, Citrini analyst Jukan Choe says in a post on X. Market valuations of chip stocks suggest supply tightness for memory chips will be short lived, Choe says. \"What this comment tells us is that a substantial portion of 2028 volume is already contracted.\" If chip makers have guaranteed demand through 2028, their valuations should be higher, the analyst adds. Micron shares edge down 0.3% premarket.","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2168564065.EUR","LU2213496289.HKD","LU2290526834.HKD","LU0323591593.USD","LU2750360997.AUD","EMSF","IE0034235303.USD","SOXX","XNTK","SGXZ51526630.SGD","LU0056508442.USD","MUG","LU1674673691.USD","LU0683600562.USD","LU2023250330.USD","MU","SHOC","CGGO","LU2471134879.HKD","LU1280957306.USD","LU2048586759.USD","LU0109392836.USD","IE00B19Z3B42.SGD","BK4554","GB00BDT5M118.USD","LU0320765059.SGD","MUZ","IE00B19Z3581.USD","IE00BSNM7G36.USD","MUU","LU2168564495.EUR","IE00BK4W5M84.HKD","LU2471134952.CNY","LU2102340556.USD","LU0096364046.USD","LU0154236417.USD","LU0689472784.USD","LU0820561909.HKD","LU0859254822.USD","LU2087625088.SGD","LU2211815571.USD","LU2931357623.SGD","PTF","LEGR","ARTY","VGT","BOBP","CHPS","LU1316542783.SGD","BK4566","LU1548497426.USD","LU1629891620.HKD","IE00B1XK9C88.USD","FXL","LU1861215975.USD","LU0889565833.HKD","LU1267930730.SGD","IE00B7SZLL34.SGD","LU1551013425.SGD","LU0109391861.USD","LU0719512351.SGD","XLK","FTEC","LU1868836757.USD","LU0417517546.SGD","SMU00main","LU2286300806.USD","LU0353189680.USD","IE000M9KFDE8.USD","LU0133085943.USD","FAI","AIS","CHAT","IE0009356076.USD","FDTX","LU0210536198.USD","LU2471134523.USD","LU2089985449.USD","LU2357627491.SGD","LU0061475181.USD","IE00BWXC8680.SGD","EFIV","LU0238689110.USD","IXN","RULE","LU2896262040.SGD","LU2756315664.SGD","LU1861220033.SGD","BK4533","BK4579","BK4141","LU0672654240.SGD","IE00B5949003.HKD","LU0792757196.USD","LU2168563687.JPY","LU0820562030.AUD","LU1914381329.SGD","IE00BKDWB100.SGD","LU0642271901.SGD","LU0820561818.USD","BK4543","CHPX","HBMX","LU0097036916.USD","LU0157215616.USD","IETC","LU2403377893.USD","IE0002270589.USD","LU0256863811.USD","LU2168564222.USD","LU0943347566.SGD","LU2357305700.SGD","SG9999015952.SGD","BK4575","LU1989764748.USD","LU0353189763.USD","AIQ","LU0889566641.SGD","LU2360107168.USD","LU0081259029.USD","LU0203347892.USD","MUD","MUYY","BAI","BK4527","USXF","LU1551013342.USD","DRMY","WLDR","LU0640476718.USD","LU2471134796.USD","LU1868837136.USD","LU2750360641.GBP","BK4585","LU0256863902.USD","LU1868837300.USD","MULL","BK4588","BK4532","BK4553","LU2543165471.USD","LU1778281490.HKD","EGGY","SG9999015945.SGD","LU1868836914.USD","SGXZ99366536.SGD","LU1868836591.USD","LU1674673428.USD","TTXU","LU2756315318.SGD","LU2458330169.SGD","SOXQ","LU2250418816.HKD","LU1366333091.USD","LU0082616367.USD","LU0234570918.USD","SG9999001424.SGD","LU2054465674.USD","LU1720051108.HKD","LU2168564149.EUR","LU0274383776.USD","DISK","LU2360106780.USD","SG9999015986.USD","PSI","JGRO","LU1989764664.SGD","BK4512","SMH","SG9999015978.USD","LU0787776722.HKD","LU2860962120.EUR","LU1720051017.SGD","LU1323610961.USD","LU0127658192.USD","LU1852331112.SGD","BK4605","IE00BJLML261.HKD","LU0708995401.HKD","LU0203345920.USD","LU2458330243.SGD","TRFK","FTXL","MIC","WUGI","LU0964807845.USD","AIFD","LU1267930813.SGD","SGXZ81514606.USD","IE00BK4W5L77.USD","LU1145028129.USD","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":30,"pageCount":3,"totalSize":583,"code":"91000000","status":"200"}]}}