Micron

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.

The world's three big memory chip makers post their strongest quarter in years as prices surge

11 September 2026 · 4 min

A market research firm's count of DRAM sales shows the price pressure already visible in Nvidia's margins and Amazon's capex is larger than those numbers alone suggested.

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

Micron demonstrates the world's first 512 gigabyte memory module for AI servers

15 September 2026 · L2 Silicon · 512GB DDR5, 12TB per server, 16.0W vs 44.2W · Confirmed

Micron says it has demonstrated the world's first 512 gigabyte memory module of a type called DDR5, meant for the servers that run AI systems. With these, a single two-processor server could hold up to 12 terabytes of memory, and Micron measures one module at 16 watts against 44.2 watts for the four smaller modules it replaces, more than 60 percent less. AMD and Intel are still validating it and volume production is planned for the second half of 2027, so this is a preview of the next generation of AI servers rather than something you can buy. More memory per server, drawing less power, is one of the few levers the industry has against data centre electricity bills rising even faster than they already are.

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Micron

The DRAM memory industry takes in nearly $154.73 billion in a quarter as prices surge

7 September 2026 · L2 Silicon · $154.73bn industry revenue, +59.5% QoQ · Confirmed

TrendForce, a technology market research firm, says the DRAM memory chip industry took in nearly $154.73 billion in the second quarter of 2026, up 59.5 percent from the first quarter, as contract prices for memory chips rose sharply while shipment volumes grew only modestly. Samsung led with $60.98 billion of that revenue, up 63.4 percent, followed by SK Hynix at $38.59 billion, up 37.9 percent, and Micron at $36.0 billion, up 65.5 percent. DRAM is the memory that computers and AI servers use to hold data they are actively working on. For anyone buying a computer, a phone or anything else with memory chips inside it, these are the price rises TrendForce describes.

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Read the story: The world's three big memory chip makers post their strongest quarter in years as prices surge · Micron · Nvidia