NuAxiSemiconductor trade intelligence
Micron Posts Record Quarterly Revenue, Up 196% Year on Year to $23.86 Billion
What happened
Micron reported record FQ2 revenue of $23.86B, up 196% YoY, driven by strong AI demand across all segments. The company is shipping HBM4 for Nvidia's next-gen platform and signed its first five-year strategic customer agreement. Bullish: Record results and multi-year supply deals signal sustained high demand and pricing power for memory, particularly HBM and data center DRAM.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Source and time
Source: The Elec · 3/20/2026 · View original source
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