Micron Technology's NAND Revenues Reach $2.7B: Is It a Growth Lever? [Yahoo! Finance]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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Source: Yahoo! Finance
The growth was mainly driven by increased shipments and price rise due to tight industry supply and favourable product mix. The management of Micron Technology emphasised that since the industry's NAND supply remains constrained amid rising demand, MU will be able to grow its shipment by 20% in 2026. MU is experiencing strong demand for its G9 NAND due to growing traction in data center solid state drive (SSD) and client SSD products, which contain NAND. In fact, the G9 NAND will be the primary driver of NAND bit growth in calendar 2026. Micron Technology's launch of the world's first PCIe Gen6 SSD, enabled by G9 NAND, will add to the momentum. And since data center NAND revenues exceeded $1 billion in the first quarter of fiscal 2026, this trend is expected throughout the fiscal year. Artificial Intelligence (AI) has been a major consumer of storage and memory products. MU has capitalized on this with its QLC NAND, including G9 QLC, which is becoming crucial for AI-driven stora
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MU
Earnings
- 12/17/25 - Beat
MU
Sec Filings
- 12/29/25 - Form 4
- 12/23/25 - Form 4
- 12/23/25 - Form 4
- MU's page on the SEC website