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Former TSMC chairman Mark Liu invests $7.8 million in Micron amid sold-out HBM capacity through 2026
Friday, January 16, 2026 at 01:04 PM
Former TSMC Chairman Mark Liu, now a board member at Micron, purchased 23,200 shares of Micron stock for approximately $7.82 million. The investment comes as Micron reports sold-out HBM capacity through 2026, driven by intense AI demand and tight supply. The company expects record revenues for FY2025 and FY2026, supported by high gross margins and strengthening partnerships with TSMC and NVIDIA.
Context
Former TSMC chairman and current Micron board member Mark Liu significantly increased his stake in the memory leader, purchasing $7.8 million worth of shares on January 13 and 14, 2026. This insider move, acquiring 23,200 shares at prices near $336, underscores a bullish outlook for the high-bandwidth memory (HBM) sector. Liu’s involvement is seen as a strategic bridge to deepen the "golden triangle" alliance between Micron, Nvidia, and TSMC as they race to meet insatiable AI hardware demand.
This investment coincides with Micron reporting that its HBM capacity is already fully sold out through 2026. Morgan Stanley recently highlighted the company's growth as the highest in the history of the U.S. semiconductor industry, with gross margins hitting 67%. Wall Street currently maintains a Strong Buy consensus and a $500 price target, driven by the reality that supply remains completely exhausted despite record-breaking production levels and soaring quarterly earnings.
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