Micron Technology Watch posted an update
Micron’s fiscal 2026 annual report put revenue at $133.19 billion, up 256% year on year, according to a Yahoo Finance article that first appeared on GuruFocus.
Why it mattersThe article says DRAM revenue rose 252% to $100.68 billion, while NAND revenue climbed 274% to $31.79 billion. Those figures show how much business the memory maker says it is doing amid demand for AI data-centre infrastructure. The same report points to a question behind the eye-catching growth: whether new manufacturing capacity will keep pace with demand, or eventually ease today’s tight memory market.
Discuss: With Micron expanding capacity, what matters more for judging the AI memory boom: today’s revenue growth or the risk that new supply outpaces demand?
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