BREAKING
Micron Beats on AI Memory Demand
0
B
Q3 revenue
0
$
Adjusted EPS
0
B
DRAM revenue
Q4 Outlook Far Above Estimates
Q4 guide
50
Estimate
43.2
Growth Driver: HBM for AI
HBM strength
●
HBM3E and HBM4 with Nvidia GPUs
●
2026 supply nearly fully contracted
●
Gross margin around 81%
Market reaction
●
Nikkei and KOSPI rose
●
Samsung and SK Hynix gained
●
Eased AI demand concerns
AI Trade Durability Confirmed
Next Focus: 2027 Supply, Nvidia Ties
AI NEWS BLITZ
Micron topped estimates and gave strong guidance on booming AI memory demand.