Key takeaways Micron’s blockbuster earnings have reaffirmed that AI memory demand remains exceptionally strong. Record quarterly revenue, a substantial earnings beat, and robust guidance reinforce the view that high-bandwidth memory (HBM) and AI data centre spending remain supply-constrained despite broader macro uncertainty. The AI investment cycle has regained momentum after a sharp valuation reset. Micron’s […]The post Asia Open: Micron Earnings Beat Sparks Global Semiconductor Rally, USD Remains Firm appeared first on ActionForex.