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Key HighlightsMicron Technology, Inc. (Nasdaq: MU) on the Nasdaq Global Select Market reported Q2 FY2026Revenueof $23.86 billion, up 196% year-on-year from $8.05 billion in Q2 FY2025.GrossMarginexpanded from 37% in Q2 FY2025 to 74% in Q2 FY2026, withOperating Incomeof $16.14 billion representing a margin of …
Key HighlightsMicron Technology, Inc. trades on theNasdaqGlobal Select Market under the ticker symbol MU; all financial data referenced is sourced from the company's Form 10-Q (Q2 FY2026) and Form 10-K (FY2025).Q2 FY2026Revenuereached $23.86 billion, a 196% increase year-on-year, as AI-driven data centreDemandfor DRAM and …
Key HighlightsMicron Technology (Nasdaq: MU) on the Nasdaq Global Select Market had totalAssetsof $101.51 billion and totalEquityof $72.46 billion as of February 26, 2026, with property, plant and equipment of $51.41 billion representing the largest single asset category.Net Incomefor Q2 FY2026 was $13.79 billion …
Key HighlightsMicron Technology (Nasdaq: MU) on the Nasdaq Global Select Market has experienced grossMarginexpansion from approximately 22% at the FY2023 trough to 74% in Q2 FY2026 — a swing of 52 percentage points in approximately two and a half years.DRAM average selling prices rose …
Key HighlightsMicron Technology (Nasdaq: MU) on the Nasdaq Global Select Market reported Cloud MemoryBusinessUnit (CMBU)Revenueof $13.52 billion in FY2025, up from $1.87 billion in FY2023 — a 623% increase in two fiscal years driven primarily by HBMDemand.In Q2 FY2026, CMBU generated $7.75 billion in …
Key HighlightsMicron Technology (Nasdaq: MU) on the Nasdaq Global Select Market estimatesCapital-expenditure/">Capital Expenditurefor property, plant, and equipment, net of government incentive proceeds, to exceed $25 billion in FY2026 — the largest annual capex programme in the company's history.Capital expenditure in H1 FY2026 alone was …
Key HighlightsMicron Technology (Nasdaq: MU) on the Nasdaq Global Select Market has received agreements for up to $6.4 billion in CHIPS Act direct funding from the US Department of Commerce for planned fabs in Boise, Idaho and Clay, New York.In addition to direct grants, …
Key HighlightsMicron Technology (Nasdaq: MU) on the Nasdaq Global Select Market reported in its Q2 FY2026 10-Q that AI-driven memoryDemandis growing faster than the industry's ability to increaseSupply— a statement that describes an inelastic demand environment with no direct precedent in the company's history.DRAM …
Key HighlightsMicron Technology, Inc. (Nasdaq: MU) on the Nasdaq Global Select Market competes in the DRAM and NAND markets primarily against Samsung Electronics, SK Hynix, Kioxia, and Sandisk, as disclosed in the FY2025 Form 10-K.The global DRAM market is effectively a three-playerOligopoly; Micron's FY2025 …
Key HighlightsMicron Technology (Nasdaq: MU) on the Nasdaq Global Select Market was effectively barred from China's critical information infrastructure market by China's Cyberspace Administration (CAC) in May 2023, a decision that removed a significantRevenuestream and remains in force.Yangtze Memory Technologies Co., Ltd. (YMTC), China's …
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