NuAxiSemiconductor trade intelligence

Ahead of #Micron’s June 24 earnings, attention turns to whether its strong EPS and 81% margin can hold amid the DRAM & HBM upcycle.

What happened

Micron Technology is guiding for an 81% gross margin and FY27 capex surge amid the DRAM and HBM upcycle. Traders are watching whether these metrics can be sustained.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

DRAM HBM

Micron Technology

margin_guidancecapex_increaseearnings_preview

Source and time

Source: TrendForce Official (Market Data) · 6/21/2026 · View original source

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Ahead of #Micron’s June 24 earnings, attention turns to whether its strong EPS and 81% margin can hold amid the DRAM & HBM upcycle.

What happened

Impact and signal

Affected components and suppliers

Source and time

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