Micron Technology Watchlist

tz-plus logo Micron Technology Exceeds All Expectations - AI Boom Makes Storage a Strategic Key Resource!

A. Zehetner
Reading Time: 4 minutes

AI is massively increasing storage demand and is likely to cause industry-wide shortages in 2026 as well. Micron is reporting record revenues and margin increases across all segments. Storage is becoming a key component from the data center to the network edge. The revenue opportunity for HMB storage solutions is expected to rise from $35 billion to $100 billion by 2028, instead of 2030, surpassing the entire DRAM memory market by 2024. In Q2 and the fiscal year 2026, further records in revenue, net profit, gross margin, and free cash...

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