Micron Technology Drops 3.35% as Samsung's Price Cuts Spark Concerns

On August 1, 2025, Micron Technology's stock experienced a 3.35% drop in pre-market trading, reflecting investor concerns and market dynamics.

Samsung's recent decision to cut prices on its HBM3E products has raised concerns for Micron Technology. Analysts from Wells Fargo suggest that this move could reduce the price differential between HBM3E and standard DRAM, potentially impacting Micron's market position.

Samsung's semiconductor profits have plummeted by 94% in the second quarter of 2025, largely due to a global semiconductor slump and U.S. export restrictions. This significant drop has allowed Micron to surpass Samsung in the HBM market, with Micron now holding a 20% market share.

Despite the challenges, Micron Technology remains optimistic about its future prospects. The company has forecasted a 150% profit boost, driven by its growing market share in the HBM sector. This positive outlook contrasts with the current market sentiment, which has been influenced by Samsung's aggressive pricing strategy.