High-bandwidth memory

Micron's memory chips just had their biggest quarter ever, and prices are still rising

1 October 2026 · 5 min

A record $54.23 billion quarter capped Micron's best year on record, and independent market data says the memory squeeze behind it keeps tightening into 2027.

Micron's own earnings call now puts the memory shortage it flagged this week at least through 2028

30 September 2026 · L2 Silicon · Confirmed

On the same September 30 earnings call where Micron reported record revenue, already covered here, the company's own market outlook added a specific extension: supply and demand in calendar 2027 and 2028 will stay much tighter than in 2026, and Micron said it does not have line of sight to when that balance returns. This is Micron's own quarterly disclosure, not a third-party forecast, confirming in the company's own words what outside analysts had only predicted. Micron makes the memory chips used in AI servers as well as ordinary phones and laptops, so a longer shortage points toward memory prices, and potentially the price of phones, laptops, and other electronics, staying higher for longer.

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Micron · High-bandwidth memory

Micron posts the best quarter in its history, with $54.23 billion in revenue

30 September 2026 · L2 Silicon · $54.23bn, record Q4 · Confirmed

Micron, one of only three companies that mass-produce the memory chips used in phones, laptops and AI servers, made $54.23 billion in revenue in the three months to early September, the biggest quarter in its history and up from $41.46 billion the quarter before. Its profit for the quarter was $37.70 billion. 'Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027,' said the company's chairman and chief executive, Sanjay Mehrotra, in the earnings release. For anyone buying a phone or laptop in the next year, a company this central to the world's memory-chip supply calling its own year ahead 'even stronger' is a sign the high prices behind this quarter are not about to reverse.

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Read the story: Micron's memory chips just had their biggest quarter ever, and prices are still rising · Micron · High-bandwidth memory

Memory led an Asian chip rally on a day US markets were shut

7 September 2026 · Band Money · SK Hynix +8.1% · Reported

American markets were closed for a holiday, so Asia was the only place trading. The shares that rose most were memory chip makers, not the famous AI names. Memory is where AI demand shows up first, because every AI machine needs far more of it than an ordinary computer.

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High-bandwidth memory

Korea's August chip exports reach $46.65bn, up 209.0 percent on a year earlier

1 September 2026 · L2 Silicon · $46.65bn · Confirmed

South Korea publishes a national trade count every month, and August puts chip exports at $46.65bn, up 209.0 percent on the same month last year. It is a record, and it made semiconductors just under half of everything the country sold abroad. The figure is the government's own, not a company's.

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High-bandwidth memory

Nvidia guides gross margin down to a 71 to 72 percent floor, blaming memory costs

26 August 2026 · L2 Silicon · 71 to 72% · Confirmed

Nvidia told investors its profit margin will bottom at 71 to 72 percent early next year. The reason it gave is memory. The chips that feed its processors have become expensive enough that the most profitable company in the industry is absorbing the cost. The figure was said on the earnings call, not written in the filing.

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Nvidia · High-bandwidth memory

Amazon raises 2026 capex to $220B, attributing the whole rise to memory

30 July 2026 · Band Money · $220B · Confirmed

Amazon told investors it will spend about 220 billion dollars this year, up from about 200 billion. It named one cause for the whole increase: memory has become more expensive. The number is not in the filing. It was said out loud on the earnings call.

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Amazon Web Services · High-bandwidth memory