Micron Techno2026-10-01 02:37:03Micron CFO says fiscal Q1 2027 revenue to hit $61.5 billion, flags higher shareholder returnsMicron Technology CFO Mark Murphy said on an earnings call that the company expects revenue of $61.5 billion and earnings per share of $38.15 in the first quarter of fiscal 2027, with results continuing to rise sequentially. He also said that quarter will mark the low point for Micron’s gross margin in fiscal 2027, with margins expected to improve in subsequent quarters. Murphy said Micron has signed 26 long-term agreements covering about $150 billion in long-term orders. He added that supply and demand in the memory market in 2027 and 2028 will be tighter than in 2026, and said the company does not see an end point for the market returning to balance. Micron expects capital expenditures of about $25 billion in the first half of fiscal 2027, with spending set to be higher in the second half. Most of the incremental spending will go toward new wafer fabs, specifically construction, rather than only equipment purchases. Murphy also said Micron generated $44 billion in operating cash flow and $33.2 billion in free cash flow in the fourth quarter of fiscal 2026, and plans to increase capital returns starting Dec. 9, 2026, mainly through stock buybacks.30
Micron Techno2026-10-01 02:21:33Micron CFO says revenue will reach $61.5 billion in fiscal Q1 2027Micron Technology CFO Mark Murphy said on an earnings call that the company expects revenue of $61.5 billion and earnings per share of $38.15 in the first quarter of fiscal 2027, with both continuing to rise from the prior quarter. He also said that quarter will mark the low point for Micron’s gross margin for the full 2027 fiscal year, with margins expected to improve gradually in later quarters. Murphy added that Micron has signed 26 long-term agreements that lock in about $150 billion in long-term orders. On supply and demand, he said memory market conditions in 2027 and 2028 will be tighter than in 2026, adding that he sees no end to when supply and demand will return to balance, according to Sina Finance.50
Micron2026-09-20 00:51:54Micron set for Sept. 30 earnings as Nvidia flags extreme memory pricingMicron Technology is scheduled to report fiscal fourth-quarter results on Sept. 30, with investors also watching broader signals from the memory market. Nvidia Chief Financial Officer Colette Kress said on the company’s Aug. 26 fiscal second-quarter earnings call that Nvidia is seeing “extreme pricing conditions” in memory, with price increases running ahead of prior expectations and set to move higher next year. She said that pressure has already shown up in Nvidia’s margins, guiding gross margin to bottom in the 71% to 72% range in the fourth quarter before recovering to 72% to 73% in fiscal 2028. Kress also said the current memory shortage is being driven in large part by AI buildout itself. Separately, SK hynix said the memory market may not reach supply-demand balance until as early as 2030. The company has committed about $38.3 billion to expand two domestic sites in South Korea through 2031. In high-bandwidth memory, SK hynix holds about 50% market share, ahead of Samsung at 33% and Micron at 18%.410
NAND flash2026-09-08 06:15:07Apple and Kioxia Sign Long-Term NAND Supply Agreement, Possibly Without Price CapApple has signed a long-term NAND flash supply agreement with Kioxia, with a term of three to five years and reportedly no price cap, highlighting the company's shift toward prioritizing supply stability over cost reduction.1350
Samsung Elect2026-09-08 04:10:24Samsung and SK Hynix memory inventories fall below 10 days, KB Securities saysA report from South Korea’s KB Securities said Samsung Electronics and SK Hynix have seen memory inventories fall to less than 10 days, a level the firm linked to a fast expansion in AI infrastructure spending. The note, cited by Korean media, said the market could face an unusually tight supply environment next year and warned that available product for sale could be depleted. Kim Dong-won, head of research at KB Securities, said the issue is no longer just a rebound in demand. He said AI servers are not only consuming high-bandwidth memory, or HBM, but are also pulling in demand for server DDR5 and enterprise SSDs. KB Securities also raised its estimate for global hyperscale data center operators’ AI infrastructure spending next year to $1.3 trillion, up 60% from a year earlier. The firm expects memory’s share of AI infrastructure investment to rise from 14% in 2025 to 40% this year and 57% next year, while TrendForce estimates that figure could reach 68%. KB Securities also said a shift toward HBM4 is taking up far more wafer capacity than conventional DRAM, adding to supply pressure.1380
Sigmaintell2026-09-01 09:18:55Sigmaintell says global memory market to stay tight in Q3 2026 as price gains slowSigmaintell said in its latest memory price tracker that the global storage market will remain in a tight supply-demand balance in the third quarter of 2026. Prices across all DRAM and NAND Flash categories are still expected to rise on a quarter-over-quarter basis. Even so, the pace of those increases has slowed clearly compared with the second quarter. The firm said some memory chip categories have already seen their quarter-over-quarter price gains narrow to less than 10%. The update points to continued upward pricing across the memory market, but with less momentum than in the prior quarter. DRAM refers to dynamic random-access memory, while NAND Flash covers flash storage products.830
HBF2026-08-28 01:10:25Researchers say HBF economics and manufacturing outlook remain unprovenResearchers from P Equity Research and SemiAnalysis, including Nick Doyle, discussed high-bandwidth flash, or HBF, in an X Space, outlining where the technology may fit and where major uncertainties remain. Doyle said it is still too early to judge how much HBF can narrow its cost premium versus high-bandwidth memory, or HBM, because much of the current information comes from vendor claims. He cited Sandisk’s estimate that cost per bit could be about one-eighth that of HBM, while cautioning that structural costs tied to TSVs, stacking, and pSLC mode would not disappear even if yield and testing improve with scale. Endurance remains a central unknown, he said, because higher-than-expected wear would raise overall costs. The discussion also framed HBF as a narrow-use product rather than a replacement for HBM, aimed at AI inference workloads such as low-batch, long-context mixture-of-experts models. Its target bandwidth of about 1.6 TB/s, around HBM3E class, may suit sequential reads for loading model weights and smaller local or private enterprise GPU setups. Thermal reliability and mass production were also flagged as open questions, while NAND shortages are expected to last through 2028.1100
SK hynix2026-08-27 22:45:27SK hynix and Kioxia explore deeper NAND partnership as AI reshapes memory demandTechub News, citing Crypto Briefing, reported that SK hynix is exploring a deeper partnership with Japanese storage chip maker Kioxia in NAND flash. The reported talks center on closer cooperation in a segment that has become more strategically important as artificial intelligence demand reshapes the broader memory market. The report said such a move could alter the market structure in a meaningful way, put pressure on Samsung Electronics’ leading position, and affect the global competitive picture. The stated aim of the potential collaboration is to respond to changes in memory demand tied to AI.930
