Former TSMC co-CEO Mark Liu has acquired $8 million worth of Micron Technology shares, reinforcing investor sentiment during a period of elevated market volatility and strong performance in memory stocks. The move underscores growing conviction in the long-term trajectory of the semiconductor sector.
- Mark Liu purchased $8 million in Micron Technology (MU) shares in early January 2026.
- Micron’s stock rose 45% year-to-date through January 15, 2026.
- Micron reported 62% year-over-year revenue growth and a 51% gross margin in its latest quarter.
- The company is expanding production capacity in Japan and the U.S. for HBM and advanced memory.
- Market cap of Micron exceeds $200 billion, ranking among the top 20 U.S. public firms.
- Liu’s investment is seen as a signal of confidence in the AI-driven semiconductor recovery cycle.
Mark Liu, former co-CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), has made a notable investment in Micron Technology Inc. (MU), purchasing shares valued at approximately $8 million. The transaction, disclosed in regulatory filings, occurred amid a sustained rally in Micron’s stock, which has risen over 45% year-to-date as of January 15, 2026. The purchase comes at a time when global demand for high-bandwidth memory (HBM) and AI-driven data center infrastructure continues to accelerate. The acquisition reflects a strategic bet on Micron’s ability to maintain leadership in advanced memory technologies, particularly in the rapidly expanding AI server market. Recent quarterly results show Micron reporting a 62% year-over-year increase in revenue and a gross margin of 51%, driven by strong demand from major cloud providers and AI accelerator manufacturers. Analysts note that the company’s 2026 production capacity expansion, including new facilities in Japan and the U.S., positions it well to capture long-term market share. Market participants are interpreting Liu’s move as a vote of confidence in both Micron’s execution and the broader semiconductor cycle. Institutions and hedge funds have increased exposure to memory stocks, with the iShares Semiconductor ETF (SOXX) up 23% over the last six months. Micron’s market cap now exceeds $200 billion, placing it among the top 20 U.S. publicly traded companies by valuation. The investment may prompt further institutional interest in semiconductor equities, particularly those with direct exposure to AI and data infrastructure. Analysts tracking the sector suggest that Liu’s involvement could catalyze increased scrutiny of Micron’s capital allocation, supply chain resilience, and R&D pipeline. Investors are also watching for potential follow-on purchases by other industry veterans with deep expertise in semiconductor manufacturing and supply chain dynamics.