Speculation: Is it possible that Trump will invest in Micron MU?

The following content records some insights obtained by analysts from US Stock Investment Network and our self-developed AI models after analyzing massive amounts of data:

If you remember, on May 6 NVIDIA announced its $500 million purchase of warrants of Corning (GLW.US). However, US Stock Investment Network invested in Corning (GLW) five months earlier than Jensen Huang, which is to say, at the beginning of January 2026, when it was only $85 per share and still an obscure company, and we listed it at the top of the 10 must-buy stocks for 2026. Now it has reached $200.

Below are selected excerpts:

Negotiation expert Trump bought into Intel at a low point, purchasing 433.3 million shares of Intel common stock at $20.47 per share, equivalent to 9.9% of the company's shares. To date, this has yielded a 600% return. This week, the US announced investments in several quantum computing companies and directly acquired minority stakes, which indicates that Washington has begun to accept: "Key strategic technology industries can be directly invested in by the government." This was actually relatively rare in the US in the past!

Within the US government, there have indeed been ideas about "semi-nationalizing strategic chip companies." Especially as AI, HBM, high-bandwidth storage, and the defense supply chain become increasingly important, the US is beginning to regard advanced semiconductors as “energy-level strategic assets.”

Because the US wants to rebuild its domestic semiconductor manufacturing capacity—especially strategic resources such as memory chips—the US government has already provided Micron Technology with over $6 billion in direct subsidies, along with a large number of tax incentives. Micron is also the only truly advanced DRAM manufacturer within the US, which makes its national security significance extremely high.

However, AI also offered several factors suggesting that the probability of Micron being invested in has decreased:

1. Micron has already pledged massive-scale US domestic investments.

Currently, Micron has committed up to $200 billion in capacity expansion in the US (including Idaho, New York, and Virginia), and has received over $6 billion in direct funding from the CHIPS Act. If the US government wishes to further tie itself to this enterprise that holds the lifeblood of memory chips, taking equity to enhance absolute control of the supply chain is a potential policy choice.

2. Unlike Intel, which is facing business challenges, Micron Technology has recently performed exceptionally well under strong demand from AI infrastructure, and its stock price has soared, with strong capital market favor. Therefore: There is no urgent capital need—Micron currently may not need to exchange equity for government rescue funds.

3. Concerns over market intervention: Government equity acquisition (even if only minority stakes) would raise investors' worries about corporate independence, governance structure, and over-dependence on policies. Reaction from private shareholders: Large-scale government equity intervention often alerts existing institutional investors, so the government must weigh the impact on capital markets before taking action.