Micron (MU) Surges on Samsung Strike Fears and Trump's China Trade Mission

A potential Samsung strike could create a massive memory supply gap, with
$MU positioned as the primary beneficiary.
CEO Sanjay Mehrotra is among a dozen top executives traveling with President Trump to China to negotiate trade deals.
Bank of America nearly doubled
$MU's price target to $950, citing structural memory supply constraints.

Reddit is buzzing about

$MU on Wednesday, May 13, 2026, as two major catalysts converge: a potential Samsung strike that could upend the memory market, and news that

$MU CEO Sanjay Mehrotra is joining President Trump's high-stakes trade mission to China. The stock has already surged over 100% since April, and Reddit sentiment remains strongly bullish.

The Samsung Strike Thesis

The most-discussed

$MU narrative on r/wallstreetbets and r/stocks today is the potential impact of a Samsung strike. Samsung's union walked away from talks last night, and a strike window is set for May 21 to June 7 — 18 days that could take the world's largest memory fab offline. Reddit users argue that

$MU is the cleanest play on this scenario, because it's one of only three companies making HBM4 — the high-bandwidth memory that is the biggest bottleneck in AI infrastructure.

One r/wallstreetbets post with 859 upvotes lays out the thesis: SK Hynix is already sold out of DRAM, NAND, and HBM through end of 2026. When Samsung goes dark, spot memory prices would melt up, and

$MU would enter 2027 contract negotiations with Samsung as the absent third bidder. The author sets a price target of $1,300.

Trump's China Trade Delegation

A second major catalyst emerged on r/stocks: President Trump is flying to China with a dozen top CEOs, including

$MU CEO Sanjay Mehrotra, to negotiate "deals" with President Xi. The delegation includes Elon Musk, Jensen Huang, Tim Cook, and other tech and industrial leaders. The post, with 1,913 upvotes and 545 comments, frames this as a potential breakthrough in US-China trade relations that could directly benefit

$MU and other semiconductor companies.

Wall Street Weighs In

The same-day news context supports the Reddit enthusiasm. Bank of America analyst Vivek Arya nearly doubled

$MU's price target from $500 to $950, citing structurally lower memory supply elasticity due to capital, packaging, power, and geopolitical constraints. BofA also raised targets on Marvell, AMD, Coherent, and Nvidia, projecting the AI data center systems market will reach $1.7 trillion by 2030.

Investing.com notes that

$MU has surged over 100% since April, driven by HBM demand critical to AI infrastructure. While DA Davidson set a Wall Street high of $1,000, some analysts warn the stock shows bearish signals suggesting a potential 35% correction. The Motley Fool's "3 Stocks You'll Regret Not Buying" includes

$MU as a buy, citing explosive revenue growth and memory chip shortages.

$MU

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