Prediction: After Intel, This Artificial Intelligence (AI) Semiconductor Stock Could be Next to Secure an Investment From the Trump Administration

Prediction: After Intel, this AI semiconductor stock could be next to secure an investment from the Trump administration. A New York rally saw President Trump praising memory‑chip maker Micron Technology (MU) and highlighting a plan to invest about $200 billion to expand domestic fabrication over the coming years. The piece notes the CHIPS Act, signed by President Biden in 2022, aimed to revive U.S. chip manufacturing with a $280 billion package; some funds have shifted toward equity stakes under the current administration. Micron received about $6.1 billion in CHIPS Act funding in 2024 for Idaho, New York, and Virginia fabs, and is a key supplier of DRAM and HBM for AI workloads.

The article argues that AI‑related memory components are strategic for U.S. leadership, with Micron, SK Hynix, and Samsung dominating the space. It suggests the government could boost Micron’s capacity via investment to reinforce domestic supply chains and national security, potentially accelerating fab schedules and funding AI hardware development such as HBM4E chips required for training and inference in expanding AI workloads.