memory supercycle
2 stories
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techMicron Reports Record $41.46B Revenue, Fourfold Growth Fueled by AI Demand
Micron Technology posted record Q3 2026 revenue of $41.46 billion, quadruple last year, driven by AI. Adjusted EPS hit $25.11 with 85% gross margins. The firm struck an Anthropic supply deal and guided Q4 revenue between $49-$51 billion.
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techAI Funding Frenzy Fuels Historic Memory Supercycle
Massive AI investments are creating unprecedented demand for memory chips, driving a structural shift and historic pricing power in the semiconductor industry.