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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 …
Key HighlightsNVIDIA's Rubin platform is expected to begin shipping in the second half of fiscal year 2027, marking the next major architectural transition after Blackwell, which currently accounts for the majority of system shipments.NVIDIA has adopted an annual new architecture cadence for its Data …
Key HighlightsIn Q1 FY2027, NVIDIA deployed $18.6 billion into private companies and infrastructure funds, a sum that exceeds the annualVenture Capitaldeployment of most developed economies.Non-marketableEquitysecurities on NVIDIA'sBalance Sheetmore than doubled from $22.3 billion to $43.4 billion in a single quarter, with cumulative gross unrealised …
Key HighlightsNVIDIA had $119 billion inManufacturing,Supply, and capacity commitments as of April 26, 2026, with $95 billion payable in the remainder of fiscal year 2027 alone.An additional $30 billion in multi-year cloud service agreement commitments and $27 billion inInvestmentcommitments were outstanding as of the …
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