Overview

Micron Technology is an American multinational semiconductor company headquartered in Boise, Idaho. Founded in 1978 by Ward Parkinson, Joe Parkinson, Dennis Wilson and Doug Pitman, the company began as a semiconductor design consulting business before moving into manufacturing. Its first wafer fabrication facility was completed in 1981 and produced 64K dynamic random-access memory chips. Micron completed its initial public offering in 1984 and developed into one of the largest dedicated memory manufacturers in the world. The company designs, manufactures and sells semiconductor memory and storage products for data centers, personal computers, mobile devices, automotive systems, industrial equipment, networking products, graphics hardware and other embedded applications. Its principal technologies include DRAM, NAND flash, NOR flash, high-bandwidth memory, graphics memory, solid-state drives and memory modules. Micron sells products under its own Micron brand and historically used Crucial for consumer-oriented memory and storage products, Ballistix for gaming-oriented components, and Lexar for removable storage before divesting the Lexar retail business in 2017. Micron is generally regarded as one of the global “Big Three” memory manufacturers, alongside Samsung Electronics and SK hynix. Its competitive position depends on process technology, manufacturing scale, product qualification, yield management and the cyclical balance between memory supply and demand. The company has periodically responded to industry downturns through workforce reductions, capacity adjustments, joint ventures, acquisitions and portfolio rationalization. Important strategic developments have included the creation of IM Flash Technologies with Intel to manufacture NAND flash, the acquisition of Lexar Media in 2006, the acquisition of Numonyx in 2010, the purchase of Elpida Memory in 2013, and the gradual consolidation of Inotera Memories into Micron ownership. These transactions expanded Micron’s manufacturing footprint and strengthened its position in mobile, server and enterprise memory markets. The Elpida acquisition also increased Micron’s importance as a supplier to major smartphone and tablet manufacturers. Micron has been associated with several important semiconductor technology advances, including high-k dielectric processes for DRAM, pitch double-patterning for NAND scaling, high-density 3D NAND, GDDR6X graphics memory and high-bandwidth memory products designed for artificial-intelligence and high-performance-computing workloads. Its GDDR6X technology, introduced with NVIDIA’s GeForce RTX 30-series graphics processors in 2020, used PAM4 signaling to increase graphics-memory bandwidth. Since the early 2020s, Micron’s strategy has increasingly emphasized data centers, artificial intelligence, advanced packaging, HBM and domestic manufacturing resilience. The company announced major investments in new and expanded U.S. manufacturing facilities in Idaho, New York and Virginia, supported in part by the U.S. CHIPS and Science Act and related incentives. In 2025, Micron announced that it would exit the Crucial consumer business after fiscal second-quarter 2026 shipments, redirecting capacity and attention toward enterprise, data-center and AI customers. In 2026, it also announced large investments in Singapore and expanded its planned U.S. manufacturing and research commitment. Sanjay Mehrotra has served as chairman, president and chief executive officer since 2017.

History

Micron Technology was established in Boise, Idaho, in 1978 by Ward Parkinson, Joe Parkinson, Dennis Wilson and Doug Pitman. It initially operated as a semiconductor design consulting company and received early backing from Idaho businesspeople, including J. R. Simplot. The company’s strategic direction changed in 1981, when it completed its first wafer fabrication facility and began producing 64K DRAM chips. This transition from design consulting to semiconductor manufacturing created the foundation for Micron’s later identity as an integrated memory producer. Micron went public in 1984. During the late 1980s and 1990s, Micron expanded its technical and commercial ambitions. It explored processor technology through the FRISC project, a RISC-oriented design intended for embedded control and signal-processing applications, but discontinued the effort after determining that it did not offer an attractive commercial return. In 1994, co-founder Joe Parkinson retired as chief executive and Steve Appleton became chairman, president and CEO. A three-way combination involving ZEOS International, Micron Computer and Micron Custom Manufacturing Services in 1996 increased the company’s exposure to personal computers and manufacturing services. Micron followed that transaction with the 1997 acquisition of NetFrame Systems, seeking a position in the mid-range server market. From 1998 to 2000, the company also sponsored the MicronPC Bowl. Micron’s most important long-term advances came from its focus on semiconductor process technology. In the early 2000s, Micron researchers Gurtej Singh Sandhu and Trung T. Doan worked on atomic-layer-deposition high-k films for DRAM. The work helped support lower-cost memory production at smaller process geometries. Sandhu also pioneered pitch double-patterning techniques that contributed to the scaling of NAND flash into the 30-nanometer class and influenced later industry manufacturing methods. The company reorganized its personal-computer activities in 2002, spinning them out as MPC Corporation. It expanded into NAND through a 2005 joint venture with Intel called IM Flash Technologies. Micron acquired Lexar Media in 2006, adding a well-known removable-storage brand and consumer product portfolio. In 2007, Mark Durcan became president. Micron also developed a CMOS image-sensor business, which was spun out as Aptina Imaging in 2008 and later acquired by ON Semiconductor. The global financial crisis and a severe memory-industry downturn forced Micron to reduce its workforce by approximately 15 percent in 2008 and announce additional cuts in 2009. During this period, it acquired Qimonda’s stake in Inotera Memories and purchased Displaytech assets related to microdisplay technology. Micron agreed in 2010 to acquire Numonyx in an all-stock transaction, expanding its nonvolatile-memory capabilities. It and Intel opened a Singapore NAND joint venture in 2011, while Micron later became the sole owner of that venture. Steve Appleton died in a plane crash on February 3, 2012. Mark Durcan succeeded him as CEO. Between 2012 and 2014, Micron executed a major expansion and consolidation program: it acquired Elpida Memory, purchased additional interests in Rexchip, became the majority owner of Inotera, and announced substantial workforce reductions. Elpida gave Micron a larger manufacturing base in Japan and strengthened its position in mobile memory, including supply relationships with major smartphone and tablet manufacturers. Micron completed the purchase of the remaining Inotera shares in December 2016, making Inotera a wholly owned subsidiary. Sanjay Mehrotra became Micron’s president and CEO in 2017, succeeding Durcan. That year Micron announced that it would discontinue the Lexar retail removable-media business; the Lexar brand and related assets were subsequently acquired by Longsys. In 2018, Micron and Intel introduced QLC NAND, supporting greater storage density. In 2019, Micron introduced a 1TB microSD card based on 96-layer 3D QLC NAND. In 2020, the company launched GDDR6X graphics memory with NVIDIA, using PAM4 signaling to increase bandwidth for high-performance gaming and graphics applications. Micron also introduced a 176-layer 3D NAND product during the same year. Micron sold the former IM Flash fab in Lehi, Utah, to Texas Instruments in 2021. In 2022, it announced the discontinuation of the Ballistix gaming brand and unveiled major U.S. manufacturing plans, including a new Boise facility and a proposed $100 billion expansion in Clay, New York. These commitments were reinforced by the CHIPS and Science Act and reflected Micron’s effort to rebuild domestic memory capacity while preparing for demand from artificial intelligence, cloud computing and data centers. The company’s recent history has also been shaped by geopolitical and legal disputes. Micron sued UMC and Fujian Jinhua in 2017 over alleged DRAM intellectual-property violations. China restricted purchases of Micron products by certain critical-information-infrastructure operators in 2023, while YMTC filed a separate patent case. In 2024, Netlist obtained a $445 million U.S. jury verdict concerning alleged infringement of memory-module patents, although Micron contested the ruling and related patent issues. In December 2025, Micron announced that it would exit the Crucial consumer business, with shipments continuing through fiscal second quarter 2026. The decision reflected a strategic shift away from consumer retail toward enterprise memory, data centers and AI-related demand. In 2026, Micron announced a major Singapore expansion, expanded its U.S. investment commitment beyond $250 billion through 2035, advanced construction at its New York megafab and announced a $250 million Trump Accounts initiative involving employee matching and community seed funding. The company remains active as an integrated memory and storage manufacturer with a global production, research and sales network.

2026
Singapore expansion announced
[1]Micron Technologyen.wikipedia.org
Micron commits approximately $24 billion to expand wafer manufacturing in Singapore.
2025
Crucial consumer business exit announced
[4]Micron Announces Exit from Crucial Consumer Businessinvestors.micron.com
Micron announces that it will wind down Crucial consumer shipments after fiscal second quarter 2026 and focus on enterprise markets.
2023
Chinese procurement restrictions imposed
[1]Micron Technologyen.wikipedia.org
China bars major critical-information-infrastructure operators from purchasing Micron products, citing national-security concerns.
2022
Ballistix gaming brand discontinued
[1]Micron Technologyen.wikipedia.org
Micron announces the discontinuation of the Ballistix gaming-memory brand.
2022
Large U.S. manufacturing investments announced
[1]Micron Technologyen.wikipedia.org
Micron announces a planned $15 billion Boise facility and a potential $100 billion manufacturing expansion in Clay, New York.
2021
Lehi IM Flash fab sold to Texas Instruments
[1]Micron Technologyen.wikipedia.org
Micron completes the sale of the former IM Flash facility in Lehi, Utah, to Texas Instruments.
2020
GDDR6X introduced
[6]World’s Fastest Discrete Graphics Memory From Microninvestors.micron.com
Micron introduces GDDR6X graphics memory with NVIDIA for GeForce RTX 3080 and RTX 3090 graphics processors.
2019
1TB microSD card introduced
[5]Micron Unveils World’s First 1TB microSD Cardinvestors.micron.com
Micron launches the c200 1TB microSDXC card using 96-layer 3D QLC NAND.
2018
QLC NAND launched with Intel
[1]Micron Technologyen.wikipedia.org
Micron and Intel introduce quad-level-cell NAND to increase flash-storage density.
2017
Sanjay Mehrotra becomes CEO
[1]Micron Technologyen.wikipedia.org
Sanjay Mehrotra is appointed president and chief executive officer, succeeding Mark Durcan.
2017
Lexar retail business discontinued
[1]Micron Technologyen.wikipedia.org
Micron announces the discontinuation and sale of the Lexar retail removable-media business.
2016
Inotera becomes wholly owned
[1]Micron Technologyen.wikipedia.org
Micron completes the purchase of the remaining Inotera shares.
2013
Elpida Memory acquisition completed
[1]Micron Technologyen.wikipedia.org
Micron completes the acquisition of Elpida Memory, substantially expanding its DRAM manufacturing and mobile-memory capabilities.
2012
Mark Durcan becomes CEO
[1]Micron Technologyen.wikipedia.org
Following Steve Appleton’s death, Mark Durcan succeeds him as chief executive officer.
2010
Numonyx acquisition agreed
[1]Micron Technologyen.wikipedia.org
Micron agrees to acquire flash-memory company Numonyx in an all-stock transaction.
2008
Aptina Imaging established
[1]Micron Technologyen.wikipedia.org
Micron develops and later spins out its CMOS image-sensor operation as Aptina Imaging.
2006
Lexar acquired
[1]Micron Technologyen.wikipedia.org
Micron completes its acquisition of Lexar Media, expanding its removable-storage and consumer portfolio.
2005
IM Flash Technologies formed with Intel
[1]Micron Technologyen.wikipedia.org
Micron and Intel establish a joint venture focused on NAND flash manufacturing.
2002
Personal-computer business spun out
[1]Micron Technologyen.wikipedia.org
Micron separates its personal-computer business into MPC Corporation.
1997
NetFrame Systems acquired
[1]Micron Technologyen.wikipedia.org
Micron acquires NetFrame Systems as part of an effort to enter the mid-range server market.
1996
ZEOS and Micron computer operations combine
[1]Micron Technologyen.wikipedia.org
A three-way combination involving ZEOS International, Micron Computer and Micron Custom Manufacturing Services expands Micron’s personal-computer and manufacturing activities.
1984
Initial public offering
[1]Micron Technologyen.wikipedia.org
Micron completes its initial public offering and becomes a publicly traded semiconductor company.
1981
First wafer fabrication facility begins production
[1]Micron Technologyen.wikipedia.org
Micron completes Fab 1 and moves from consulting into semiconductor manufacturing with 64K DRAM production.
1978
Micron is founded in Boise
[1]Micron Technologyen.wikipedia.org
Ward Parkinson, Joe Parkinson, Dennis Wilson and Doug Pitman establish Micron as a semiconductor design consulting company in Boise, Idaho.

Products and positioning

Semiconductor memory and storage technology for data centers, artificial intelligence, computing, networking, automotive, mobile and industrial applications.

Memory semiconductors · 1981
DRAM
Micron’s DRAM portfolio supplies volatile memory for servers, data centers, personal computers, networking equipment, mobile devices, automotive systems and embedded products. The company produces multiple generations and form factors, including conventional system memory and specialized high-performance products. DRAM remains one of Micron’s core businesses and is central to its position among the world’s largest memory manufacturers.
AI and high-performance-computing memory
High-bandwidth memory
Micron’s high-bandwidth memory products are designed for accelerators, artificial-intelligence systems and high-performance computing. HBM combines vertically stacked memory dies with advanced packaging and a wide interface, enabling high data throughput close to the processor. Micron has increasingly prioritized HBM as AI workloads drive demand for memory bandwidth and capacity.
Nonvolatile memory
NAND flash memory
Micron manufactures NAND flash used in solid-state drives, mobile devices, removable media, embedded storage and enterprise systems. Its history includes joint NAND development and manufacturing with Intel, the introduction of QLC NAND, and the development of increasingly dense 3D NAND architectures. NAND allows data to persist without power and is a foundation of modern mass storage.
Nonvolatile memory
NOR flash memory
Micron’s NOR flash products provide nonvolatile code and data storage for embedded systems, automotive electronics, industrial equipment, communications products and other applications requiring reliable random access and fast read performance. NOR is complementary to the company’s higher-density NAND portfolio.
Data storage
Solid-state drives
Micron solid-state drives combine the company’s NAND flash, controllers, firmware and packaging expertise for client, enterprise and data-center storage. The portfolio has included consumer-oriented products under Crucial and enterprise products sold through commercial channels. SSDs provide faster access, lower latency and greater durability than conventional mechanical storage in many workloads.
Graphics memory · 2020
GDDR6X
GDDR6X is Micron’s high-speed graphics-memory technology developed with NVIDIA. Introduced in 2020 for the GeForce RTX 3080 and RTX 3090, it used four-level pulse-amplitude modulation to transmit more data per signaling cycle and increase graphics bandwidth. The technology targets gaming, professional visualization, simulation and other bandwidth-intensive graphics workloads.
Memory modules
Micron memory modules
Micron memory modules package DRAM components into standardized modules for servers, workstations, personal computers and specialized systems. They are sold through commercial and enterprise channels and are used by original-equipment manufacturers, data-center operators and system builders. Module products connect Micron’s component manufacturing with system-level memory requirements.
Consumer memory and storage brand · 1996
Crucial
Crucial was Micron’s consumer-facing brand for memory upgrades, solid-state drives, removable storage and related products. It served retail, e-commerce and enthusiast customers for many years. Micron announced in December 2025 that it would exit the Crucial consumer business, with shipments continuing through fiscal second quarter 2026 and warranty support maintained for existing products.
Gaming memory brand · 2000
Ballistix
Ballistix was Micron’s gaming-oriented memory sub-brand, marketed toward PC enthusiasts, gamers and performance-focused system builders. It included high-performance desktop memory and related enthusiast products. Micron announced in February 2022 that it would discontinue the Ballistix brand.
Removable-storage brand · 1996
Lexar
Lexar was an American removable-storage brand acquired by Micron in 2006. Its portfolio included memory cards, USB drives and other digital-media products. Micron discontinued the Lexar retail business in 2017 and sold the brand to Longsys, ending Micron’s ownership of the consumer removable-storage label.

Controversies

2026
Micron announces fiscal 2026 bonuses amid Taiwan union labor dispute
Micron Technology said on Friday that its employees in Taiwan would receive fiscal 2026 bonuses equaling 35 to 68 months of pay, with minimum cash compensation of T$1.7 million, as the company contends with an ongoing labor union dispute; the Taoyuan union said it had not reached a consensus with Micron and would continue moving toward a strike.
Source
2024
Netlist patent verdict
A U.S. jury awarded Netlist $445 million after finding that certain Micron memory products willfully infringed two patents related to high-performance-computing memory modules. Micron denied infringement and challenged the validity of the asserted patents; one related patent was later invalidated by the U.S. Patent and Trademark Office.
Source
2023
China restricts purchases of Micron products
China’s cybersecurity regulator prohibited major operators of critical information infrastructure from purchasing Micron products, citing significant national-security risks. The action was widely viewed in the context of escalating U.S.-China semiconductor restrictions and technology controls.
Source
2023
YMTC patent litigation
Yangtze Memory Technologies filed a lawsuit alleging that Micron infringed eight patents. The case added another intellectual-property dispute involving major memory manufacturers in China and the United States.
Source
2022
Taiwan court orders UMC to pay NT$20 million fine in Micron trade-secrets case
Taiwan's Intellectual Property and Commercial Court ordered UMC to pay NT$20 million following an appeal in a trade-secret case brought by Micron. The article reports an earlier court finding that UMC and three employees used Micron trade secrets. The ruling concerns the appeal in the case, and the reported order requires UMC to pay the stated fine.
Source
2020
Court orders Micron to compensate Netac in patent case
In a patent case brought by Netac, Beijing Intellectual Property Court judgments required Micron to pay Netac RMB 3 million in economic damages and RMB 36,000 in reasonable expenses. The report says Jiahe Yimei was also ordered to pay reasonable expenses.
Source
2017
Fujian Jinhua and UMC intellectual-property dispute
Micron sued United Microelectronics Corporation and Fujian Jinhua in the United States, alleging infringement of DRAM patents and misappropriation of intellectual property. The dispute became part of a wider U.S.-China semiconductor conflict, and Fujian Jinhua was later placed on the U.S. Entity List. Fujian Jinhua denied wrongdoing.
Source

Marketing campaigns

2026Trump Accounts community investment
United States
Micron announced a $250 million initiative involving employee contribution matching and community seed funding for eligible children and families in areas where the company operates. The program was presented as part of Micron’s broader workforce-development and U.S. semiconductor investment strategy.
Outcome. The initiative was announced in June 2026 and was expected to support up to one million children and families through account contributions and related community benefits.
Source
1998MicronPC Bowl sponsorship
United States
Micron served as the principal sponsor of the MicronPC Bowl, also known as the MicronPC.com Bowl, during the late 1990s and around 2000. The sponsorship connected the corporate name with college football and supported visibility for Micron’s personal-computer activities.
Outcome. The sponsorship ended after the bowl’s Micron-branded period.
Source

Brand decisions

2026
Expand Singapore wafer manufacturingStrategy
Background
Micron cited strong demand for memory in AI and the need to expand global manufacturing capacity.
Action taken
The company committed approximately $24 billion to expand wafer manufacturing operations in Singapore and add cleanroom capacity at an existing NAND complex.
Aftermath
The investment reinforced Singapore’s role in Micron’s global manufacturing network and complemented the company’s U.S. expansion program.
Planned investment. Approximately US$24 billion (Announced January 27, 2026)
Source
2026
Launch Trump Accounts investment programOther
Background
Micron linked the initiative to workforce development, community investment and the long-term needs of the U.S. semiconductor ecosystem.
Action taken
Micron announced a $250 million commitment involving employee matching contributions and community seed funding for eligible children and families.
Aftermath
The program became part of Micron’s broader U.S. community and workforce-development efforts and was expected to reach up to one million children.
Corporate commitment. US$250 million (Announced June 30, 2026)
Source
2025
Exit the Crucial consumer businessStrategy
Background
Micron said AI-driven data-center demand had increased demand for memory and storage and that it needed to improve supply and support for larger strategic customers.
Action taken
Micron announced that it would wind down the Crucial consumer business, continue shipments through fiscal second quarter 2026 and retain warranty support while focusing on enterprise and commercial customers.
Aftermath
The move ended Micron’s direct consumer-brand strategy around Crucial and represented a sharper focus on enterprise, data-center and AI markets.
Source
2022
Commit to large-scale U.S. memory manufacturingStrategy
Background
Micron identified semiconductor supply-chain resilience, artificial-intelligence demand and U.S. industrial policy as reasons to expand domestic production.
Action taken
Micron announced a new Boise facility and a proposed large manufacturing expansion in Clay, New York, later increasing its planned U.S. commitment beyond $250 billion through 2035.
Aftermath
The program developed into a multistate U.S. manufacturing strategy involving Idaho, New York and Virginia, with construction and expansion milestones continuing in 2026.
Announced U.S. investment. $15 billion Boise facility and proposed $100 billion New York expansion → More than $250 billion planned through 2035 (2022-2026 announcements)
Source
2013
Acquire Elpida MemoryM&A
Background
The acquisition offered Micron additional DRAM manufacturing capacity and a stronger position in mobile and server memory.
Action taken
Micron acquired Elpida Memory and related interests in Rexchip.
Aftermath
The transaction expanded Micron’s Japanese manufacturing base and helped make the company a significant supplier to mobile-device manufacturers.
Acquisition value. Approximately US$2 billion (2013)
Source
2006
Acquire Lexar MediaM&A
Background
Micron sought to broaden its presence in removable media and consumer storage.
Action taken
Micron completed the acquisition of Lexar Media and operated Lexar as a consumer storage brand.
Aftermath
Micron discontinued the Lexar retail business in 2017 and sold the brand to Longsys.
Source
2005
Form IM Flash Technologies with IntelM&A
Background
The companies sought to expand NAND flash manufacturing and share the substantial capital requirements of semiconductor production.
Action taken
Micron and Intel created IM Flash Technologies in Utah and later established a related Singapore joint venture.
Aftermath
The collaboration expanded Micron’s NAND manufacturing capability; Micron later became sole owner of the Singapore venture and eventually sold the Utah fab to Texas Instruments.
Source
2002
Spin off the personal-computer businessStrategy
Background
Micron’s personal-computer operations were difficult to scale profitably and held a small share of the U.S. market.
Action taken
Micron separated the business into MPC Corporation and moved away from direct PC manufacturing.
Aftermath
The decision allowed Micron to concentrate more heavily on semiconductor components and memory technologies.
Source

Recent events

2026.10.22
Reported2026.10.22
Strike begins at Micron’s Taoyuan facility[13]美光桃园厂工人发起罢工asia.nikkei.com
A Micron labor union launched Taiwan’s first semiconductor-industry strike amid a dispute with management over bonuses and profit-sharing.
2026.10.20
Reported2026.10.20
Micron invests in New York critical minerals processing[14]美光投资纽约关键矿物加工news.google.com
Micron invested in critical minerals processing in New York with Indium Corporation.
2026.10.14
Reported2026.10.14
TDK introduces Micronas HAR 3025 dual-die motor position sensor[15]TDK推出Micronas HAR 3025双芯片电机位置传感器eejournal.com
TDK Corporation introduced the Micronas HAR 3025, a dual-die, stray-field-robust motor position sensor with analog sine/cosine output designed for automotive and industrial safety-critical applications such as electric power steering and x-by-wire motor control. The sensor is defined as SEooC ASIL D ready according to ISO 26262:2018; samples are available now and start of production is planned for the first half of 2027.
2026.10.12
Reported2026.10.13
Applied Materials launches EPIC Center in Sunnyvale, California with $5 billion initial investment[16]应用材料公司在加州森尼韦尔启用EPIC中心，初始投资50亿美元telecom.economictimes.indiatimes.com
Applied Materials launched its Equipment and Process Innovation and Commercialisation (EPIC) Center in Sunnyvale, California with an initial $5 billion capital investment. The 600,000-square-foot facility, featuring nearly four acres of advanced cleanroom space, opens with a founding roster of semiconductor majors including TSMC, Intel, SK Hynix, Micron and Samsung Electronics, alongside innovation partners Broadcom, Advantest, SCREEN, KIOXIA and Besi, and is designed to bring together chipmakers, systems companies, equipment vendors and university researchers to accelerate semiconductor process technology and equipment R&D.
2026.10.09
Reported2026.10.09
Tech companies pledge $2.4 billion in computing resources to White House Genesis Mission[17]科技公司为白宫“Genesis Mission”认捐24亿美元算力资源ianslive.in
At the White House 'Science: A New Golden Age' Summit on October 9, 2026, the Trump administration unveiled more than $6 billion in science and technology initiatives, including $2.4 billion in computing resources and technology support from 11 industry partners for the Genesis Mission, which seeks to use superintelligence to accelerate scientific discoveries. Nvidia committed $1 billion, AMD $500 million, OpenAI $200 million, and Anthropic and Google $150 million each, with Amazon Web Services and Micron among the other participants.
Unconfirmed
Reported2026.10.07
Micron Technology Taiwan chipmaker union granted approval to strike[18]美光科技台湾芯片厂工会获准罢工news.google.com
Reuters reported that a labor union representing workers at chipmaker Micron Technology's operations in Taiwan has received approval to go on strike.
Unconfirmed
Reported2026.10.01
Micron earnings help tech stocks[19]美光财报提振科技股news.google.com
Reuters reported that Micron's earnings helped support technology stocks amid another slide in bond markets.
2026.09
Reported2026.10.13
Micron reports record FY2026 Q4 earnings with 87% gross margin[20]美光公布2026财年第四季财报，毛利率87%创历史纪录n.yam.com
Micron released its fiscal 2026 fourth-quarter financial report at the end of September 2026, reporting quarterly revenue of about US$54 billion, up 379% year over year, a record gross margin of 87%, and adjusted EPS of US$33.42, above market expectations. The CEO said AI data centers continue to drive demand for high-bandwidth and standard memory, forecast that supply-demand tightness in fiscal 2027 and 2028 will exceed fiscal 2026, and noted new fabs will not start production until mid-2027. The company also guided that next quarter's revenue growth and gross margin will slightly decline.
2026.09.30
Reported2026.10.01
Micron reports record fiscal Q4 2026 earnings and issues strong fiscal 2027 guidance[21]美光发布2026财年第四季度创纪录业绩并给出强劲的2027财年指引cnbc.com
Micron delivered fiscal 2026 fourth-quarter results on the evening of Sept. 30, 2026, with revenue of $54.23 billion (up 379% year-over-year, beating the $51.07 billion consensus) and adjusted EPS of $33.42 (up 1,002%, beating $31.61 expectations). The company guided fiscal 2027 first-quarter revenue to $61.5 billion plus or minus $1.5 billion (above the $57.02 billion consensus) and adjusted EPS to $38.15 plus or minus $1 (above the $35.40 consensus), citing memory demand that continues to exceed supply. It also disclosed 26 strategic customer agreements signed to date, up from 16 the prior quarter, with one-year extensions to 2031 for customers seeking supply beyond 2030.
2026.09.30
Reported2026.10.01
Micron reports fiscal Q4 2026 earnings beat and strong guidance[22]美光公布2026财年第四季度超预期财报并给出强劲指引cnbc.com
Micron Technology reported fiscal fourth-quarter 2026 adjusted earnings of $33.42 per share on revenue of $54.23 billion, exceeding analyst expectations of $31.61 per share and $51.07 billion, and issued fiscal first-quarter guidance of $38.15 adjusted EPS on revenue of about $61.5 billion, above Street estimates.