If you’re curious what else is gaining momentum in this fast-moving sector, there’s never been a better time to check out the See the full list for free. . The CHIPS Act subsidy of $6.1 billion initially granted to Micron now faces political uncertainty, with reports suggesting the Trump administration may pressure companies like Micron to exchange subsidies for equity stakes, similar to the Intel 10% deal. If realized, this could dilute shareholder value, but also provide long-term government backing for expansion. In the near term, restrictions on South Korean memory exports to China have favored Micron, enabling it to capture incremental market share. These geopolitical dynamics, while risky, tilt advantage toward U.S. players like MU as Washington prioritizes domestic semiconductor sovereignty. Traders watching the 200-day moving average note it as a pivotal level for the "MU stock price forecast", with buyers defending the $90 mark aggressively in early March trading sessions.