AI memory demand continues to surge. Micron (MU.US) fourth-quarter results beat expectations, with quarterly revenue from its core data center business growing more than 10-fold year-over-year.
Memory chip giant Micron Technology reported fourth-quarter fiscal 2026 results after the bell on Wednesday, with both revenue and profit beating Wall Street expectations, and issued guidance for the next quarter that was stronger than market forecasts.
Micron Technology, Inc.(MU.US)2026(HBM)DRAM2027
542.3414.6113.2GAAP33.423.03514.931.83
GAAP37732.87GAAP38487%84.9%45.7%
Sanjay Mehrotra20262027
630
202761515600630GAAP38.15186.25%
570.235.402026AI
10
AICloud Memory Business Unit162.8137.745.4
Core Data Center Business Unit180115.215.81090%85%
AIDRAMHBMNVIDIA CorporationAIAI
AIAmazon.com, Inc.AlphabetAIHBM
20261300
20261331.92025373.8GAAP849.785.4
GAAP867.675.528.29896.8175.3
107.7273.7332623.1734.8
AI
AI
LPDDR SOCAMM512GBDDR5 RDIMM9200 MT/s
1-gammaRDIMM7600 PCIe Gen 59650 PCIe Gen 6 SSDKV-cacheAIAIOEM
810100Micron Research LabsAI
AISKHBMDRAMPC
550% AI
AI275%12550%AI
1071.920.6%
AIAIAI
HBMDRAMSSDAI
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