Micron is the largest US-based memory maker and a growing HBM supplier, competing with SK Hynix and Samsung for the AI accelerator memory market while also supplying the conventional DRAM and NAND that datacenters consume at scale. AI-driven demand has pulled memory pricing and capacity into a tight cycle, making Micron’s earnings calls a regular source of read-through on the broader memory market. It has also announced large US fab expansions tied to CHIPS Act incentives.
Recent
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2026-10-08 Samsung’s Q3 2026 preliminary print landed: operating profit above ₩107 trillion (~$75B), up 782% year over year, on revenue slightly below consensus. Closes out the read-through question raised by Micron’s own record FQ4 print; sk-hynix’s turn is next. Pulse2 (independent)
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2026-10-02 The full FQ4 breakout: DRAM revenue hit a record $39.8B for the quarter, and guidance for FQ1 2027 is $61.5B. Coverage frames this as closing the DRAM revenue gap with sk-hynix. Seoul Economic Daily (independent)
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2026-09-30 TrendForce raised its 2027 HBM price outlook to a 121% year-over-year jump, with 36GB HBM4 modules seen rising from roughly $600 to about $1,300; cites continued supply constraints, a growing mix of higher-priced HBM4, and HBM4e ramping in H2 2027. Quantifies the “higher year-over-year prices” Micron flagged in its own Q4 earnings. Seoul Economic Daily (independent)
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2026-09-30 (after close) Reported record fiscal Q4 2026 results: revenue $54.2B (up 31% sequentially), full-year revenue $133.19B with DRAM alone surpassing $100B for the year, and non-GAAP EPS of $33.42. Said it has signed agreements for most of its calendar-2027 HBM bit supply at higher year-over-year prices, with 2026 HBM capacity already sold out. Micron (primary) · CNBC (independent)
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2026-09-30 Reports fiscal Q4 2026 earnings after market close today; guidance called for ~$50B revenue (vs $11.3B a year ago), ~$31 adjusted EPS, and ~86% gross margin, driven by AI/HBM demand. Comes right after Bloomberg-sourced reports that SK Hynix’s Solidigm unit is weighing a US IPO, which triggered a same-day selloff in Micron, SK Hynix, and Samsung shares. Investing.com (independent)
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2026-09-20 cxmt, China’s top domestic DRAM maker, said its fifth-generation (G5) platform entered mass production at 11.95nm with two new 24Gb LPDDR5X parts, narrowing the legacy-node process gap with Micron and SK Hynix just as AI demand keeps DRAM pricing tight. Seoul Economic Daily/Reuters (independent)
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2026-09-15 MU fell over 5% as the PHLX Semiconductor Index dropped 5.9% in a second straight day of AI-pacing-debate selloff, alongside nvidia -3.4%, broadcom -4%, and Marvell -7%, compounded by the 10-year Treasury yield breaking above 5% ahead of the Fed’s Sept 16 rate decision. TradingKey (independent) · Yahoo Finance (independent)
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2026-08-18 MU fell ~7% amid the broader rate-driven semiconductor selloff, compounded by a new Netlist ITC patent complaint (filed Aug 12) against Micron, SMCI, HPE, and Lenovo over DDR5 RDIMM/MRDIMM patents. Yahoo Finance (independent)