Memory boom: Micron's quarterly revenue nearly quintuples
5 Articles
5 Articles
Micron’s Latest Earnings Reveal Why the AI Memory Supercycle Could Run for Years
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Micron’s latest earnings strengthen the AI memory supercycle thesis. Luke Lango explains why investors may be pricing in a profit peak years too soon.
Micron: Wishful Thinking At Its Finest
Summary Micron reported its 4Q results last week. The print confirmed our expectation of moderating ASP growth and peaking gross margins. DRAM and NAND revenue growth decelerated sharply, with DRAM ASP growth dropping from 62% to 19% sequentially. Gross margins are guided to decline, with…
Memory boom: Micron's quarterly revenue nearly quintuples
Micron's revenue reached USD 54.2 billion in the fourth quarter of its 2026 fiscal year, almost five times the level of the same quarter last year. Rising memory prices pushed the gross margin to 87%, and the company expects supply to become even tighter in 2027 and 2028.
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