MU · Technology
MICRON TECHNOLOGY INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window
News · 2026-11-08
- Taiwan Manufacturing CapacityImportance 34 · Surprise 42Micron halted construction of a new memory-chip plant in Taiwan amid unresolved contract negotiations with a local union representing construction and on-site technical workers. The halt may affect planned capacity,…
- Taiwan Labor Strike RiskImportance 34 · Surprise 42Micron halted construction of a new memory chip plant in Taiwan amid an escalating labor dispute. The stoppage is tied to unresolved contract negotiations with a local union representing construction and on-site…
News · 2026-11-07
- Strategic Customer AgreementsImportance 52 · Surprise 42Trefis reported that Micron’s customer contracts cover most of its fiscal 2027 shipments and extend into 2028. The contracts include defined pricing frameworks, providing greater shipment and pricing visibility than a…
News · 2026-11-06
- Manufacturing Capacity ExpansionImportance 39 · Surprise 42Micron’s proposed Fab 11E project in Taoyuan, Taiwan, reportedly faced a near-stop in construction because of a labor dispute with a local union. The facility’s estimated investment is $3 billion to $4.5 billion.…
- Taiwan Manufacturing CapacityImportance 39 · Surprise 42A report said construction had largely stopped at Micron’s proposed Fab 11E project in Taoyuan, Taiwan, because of a labor dispute with a local union. The facility’s estimated investment is $3 billion to $4.5 billion.…
- Taiwan Labor Strike RiskImportance 39 · Surprise 42Reports said construction at Micron’s proposed Fab 11E facility in Taoyuan, Taiwan, had been disrupted by a labor dispute with a local union. The project carries an estimated investment of $3 billion to $4.5 billion,…
- Data Center Regulatory RiskImportance 20 · Surprise 24Democratic midterm wins raised concerns that local opposition and regulatory scrutiny could slow U.S. data center construction, potentially affecting demand for Micron’s memory chips. Goldman Sachs estimated that 45%…
- Supply Chain CommitmentsImportance 7 · Surprise 24EcoPro HN reported securing 113.4 billion won in new orders from Micron for projects in Singapore and Idaho. About 70% of the orders are expected to carry into EcoPro HN’s 2027 backlog. The report links the orders to…
News · 2026-11-05
- Capital Expenditure ProgramImportance 46 · Surprise 42Third-party reporting says Micron has largely halted construction of its planned Taoyuan, Taiwan, memory-chip facility amid a prolonged labor dispute. The project was budgeted at $3 billion to $4.5 billion and was…
- Manufacturing Capacity ExpansionImportance 46 · Surprise 42Micron has reportedly largely halted construction of its planned Taoyuan, Taiwan, facility amid a prolonged labor dispute. The plant was intended to produce high-bandwidth memory (HBM) and DRAM using ASML equipment,…
- Taiwan Labor Strike RiskImportance 46 · Surprise 42Bloomberg reported that Micron largely halted construction of its planned Taoyuan, Taiwan, memory-chip facility amid a prolonged labor dispute. The project was budgeted at $3 billion to $4.5 billion and had been…
- AI Memory Supply ConstraintsImportance 35 · Surprise 24Micron expects memory shortages to deepen in 2027 and 2028 as AI data-center demand outpaces new production. It has six facilities planned over the next two years, with three expected to be ready by mid-2027 and the…
- Data Center Regulatory RiskImportance 26 · Surprise 24Citi Research data cited in third-party reports indicated that U.S. data center bans and pauses had topped 500 by October 2026. Analysts estimated that roughly 30% of expected U.S. data center capacity additions by…
News · 2026-11-04
- Strategic Customer AgreementsImportance 57 · Surprise 42Micron has committed more than 75% of its fiscal 2027 shipments through long-term customer contracts. The commitment covers fiscal 2027 shipments and provides visibility into demand for that period. The report does not…
- AI Memory Demand TrendsImportance 57 · Surprise 42Micron has more than 75% of its fiscal 2027 shipments committed through long-term customer contracts, providing demand visibility. The report attributes the commitments to demand for high-bandwidth memory (HBM) and…
- Data Center Memory DemandImportance 33 · Surprise 56Reports on AMD and Super Micro Computer described strong demand for AI processors and server systems, supporting demand for memory and storage products used in data centers. AMD reported third-quarter revenue of $13.4…
- Competition and New EntrantsImportance 20 · Surprise 24A third-party report cited intensified competitive concerns from Chinese DRAM producers, naming ChangXin Memory Technologies. The article linked those concerns to market caution around Micron, but provided no…
- Data Center Regulatory RiskImportance 17 · Surprise 24Democratic victories in U.S. congressional and gubernatorial races raised concerns about potential tougher regulation of data-center construction. A separate report said ballot measures and newly elected officials…
News · 2026-11-03
- Quarterly Earnings PerformanceImportance 55 · Surprise 64Trefis reported that Micron posted record fiscal Q4 2026 results. The article said Micron’s sales and profits grew significantly, without giving revenue or profit amounts. It reported that net income increased tenfold,…
- Memory Pricing OutlookImportance 32 · Surprise 24Apple CEO John Ternus said on the company’s Monday earnings call that memory prices were “unprecedented” and would continue rising beyond the December quarter. Apple’s warning points to continued memory-cost pressure…
- AI Memory Supply ConstraintsImportance 32 · Surprise 24The report said Micron remains exposed to strong demand for memory used across AI infrastructure and that industry experts expect supply constraints to persist while manufacturers add capacity. It noted uncertainty…
News · 2026-11-02
- HBM4E Customer AgreementImportance 40 · Surprise 42Micron is co-designing its next-generation HBM4E chip with NVIDIA, according to the report. It also says Micron has secured numerous supply commitment agreements and characterizes committed shipments as supporting the…
- Product Launch and TransitionImportance 34 · Surprise 42Micron plans to introduce successive generations of high-bandwidth memory (HBM) chips annually through 2030. The roadmap begins with HBM4 in 2026 and progresses toward HBM6 by the end of the decade. The report says…
- Manufacturing Capacity ExpansionImportance 34 · Surprise 42Samsung Electronics, SK Hynix, and Micron are increasing investment in AI memory production, supported by long-term supply contracts that provide greater demand certainty for high-bandwidth memory (HBM). The report…
- AI Memory Capacity ExpansionImportance 34 · Surprise 42Micron, Samsung Electronics, and SK Hynix are increasing investment in AI memory production, according to the report. Long-term supply contracts are cited as providing greater certainty about future demand for…
- CHIPS Program Buyback RestrictionsImportance 25 · Surprise 42Micron is reportedly likely to increase stock repurchases starting December 9, 2026, when federal CHIPS Act restrictions on buybacks expire. The report gives no expected repurchase amount or timeframe beyond the…
- AI Memory Supply ConstraintsImportance 20 · Surprise 24A report said Micron had strong committed shipments for fiscal 2027, while new memory supply was expected in mid-2027. It identified memory-price volatility as a key risk, linking the expected supply increase to…
- Competition and New EntrantsImportance 17 · Surprise 24Social Capital founder Chamath Palihapitiya questioned whether memory-industry profit growth is sustainable as production capacity increases. He also pointed to rising competition from China’s CXMT. The report provides…
News · 2026-11-01
- Competition and New EntrantsImportance 51 · Surprise 64Chinese memory-chip maker CXMT reported Q3 2026 revenue growth of 613% year over year, which the article attributed to a global DRAM shortage. The report said Micron’s revenue remained significantly larger, while…
- Memory Pricing OutlookImportance 26 · Surprise 24The article highlights Micron’s long-term customer agreements and the possibility that new memory supply could affect pricing. It says DRAM prices and days of inventory are indicators to watch for whether supply is…
News · 2026-10-31
- AI Memory Demand TrendsImportance 23 · Surprise 24Elon Musk said humanoid robots will require substantial amounts of DRAM, drawing attention to a potential new memory demand source. Analysts cited in the report expect humanoids could become a major growth driver for…
- AI Infrastructure PositioningImportance 23 · Surprise 24A third-party report said Elon Musk had highlighted the DRAM requirements of humanoid robots, and analysts suggested that humanoids could become a major source of memory-industry demand. Micron’s CEO was reported to…
- Interest Rate EnvironmentImportance 10 · Surprise 6Benzinga reported that elevated interest rates and concerns about an AI-sector slowdown were weighing on investor sentiment toward Micron and other memory stocks on October 31, 2026. The article did not quantify a…
News · 2026-10-30
- Net Income and ProfitabilityImportance 69 · Surprise 64Micron reported fourth-quarter fiscal 2026 non-GAAP earnings of $33.42 per share, compared with $3.03 per share in the year-ago quarter, an increase of more than elevenfold. Fourth-quarter non-GAAP EPS exceeded the…
- AI Memory Supply ConstraintsImportance 20 · Surprise 24Third-party reports cited SK Hynix’s outlook that memory supply will remain tight through 2030 and that it is sold out of memory through 2029, driven by AI and data-center investment. The reports suggest these industry…
- NAND Pricing OutlookImportance 20 · Surprise 24Kioxia said NAND flash average selling prices rose in the mid-20% range in the quarter ended September, slowing from a 70% increase in the prior quarter. The report said Kioxia expected nearly flat quarter-on-quarter…
- Memory Inventory and Oversupply RiskImportance 13 · Surprise 6Commentary raised the risk that memory manufacturers’ capacity additions could contribute to a future downturn if customers run down accumulated inventory. Other coverage also noted concerns about potential oversupply…
News · 2026-10-22
- Revenue Performance and MixImportance 85 · Surprise 76Micron reported fiscal fourth-quarter revenue of $54.23 billion, exceeding Wall Street estimates. Management guided to record revenue of $61.5 billion for the following quarter. The outlook is driven by higher DRAM and…
- Guidance and OutlookImportance 85 · Surprise 76Micron reported fiscal fourth-quarter revenue of $54.23 billion and guided to $61.5 billion for the following quarter. The outlook was attributed to rising DRAM and NAND prices. Micron has also secured more than 75% of…
- Strategic Customer AgreementsImportance 60 · Surprise 48Micron has secured more than 75% of its 2027 output through long-term contracts. These commitments provide a revenue floor for future production and reduce exposure to spot-market memory pricing. The contracts are…
- AI Memory Demand TrendsImportance 58 · Surprise 42Micron has secured more than 75% of its 2027 output through long-term contracts, indicating strong customer commitments for future memory supply. The reported demand is associated with rising DRAM and NAND prices and…
- Competition and Market ShareImportance 37 · Surprise 42Micron will not pursue the 4F² DRAM architecture and instead is prioritizing 3D technology in its roadmap. Chief Technology Officer Scott DeBoer characterized the 4F² design as complex and costly, while emphasizing…
- Products and TechnologyImportance 37 · Surprise 42Micron is declining to adopt the 4F² DRAM architecture and is instead pursuing 3D technology in its DRAM roadmap. CTO Scott DeBoer characterized 4F² as complex and costly, arguing that capacitor pitch rather than cell…
- Taiwan Labor Strike RiskImportance 31 · Surprise 42Employees at Micron’s Taoyuan plant in Taiwan were reportedly planning a 24-hour strike over a profit-sharing dispute. A work stoppage could create localized manufacturing disruption and add execution risk to Micron’s…
- Domestic Manufacturing InvestmentImportance 31 · Surprise 42Micron has made recent commitments to U.S. critical-minerals processing and entered into long-term supply arrangements. The arrangements are intended to improve input-cost security and support longer-term capital…
News · 2026-10-21
- Memory Pricing OutlookImportance 57 · Surprise 64Micron’s annual report indicates that DRAM and NAND prices have experienced extreme cyclicality over the past five fiscal years. Annual price changes ranged from increases of approximately 200% to declines of…
- Capital AllocationImportance 50 · Surprise 42Micron spent $650 million on share repurchases in fiscal 2026. Its board approved a buyback authorization of up to $35.16 billion, with repurchases expected to begin in early December 2026. The company reportedly ended…
- Balance Sheet and LiquidityImportance 50 · Surprise 42Micron ended fiscal 2026 with $73.48 billion in cash, marketable investments and restricted cash. The company’s liquidity provides capacity to fund the newly approved $35.16 billion repurchase authorization beginning…
News · 2026-10-20
- Domestic Manufacturing InvestmentImportance 46 · Surprise 42Micron announced an investment to expand Indium Corporation’s critical-minerals processing and high-purity materials manufacturing capabilities in Central New York. The project is intended to restart domestic…
- Supply Chain DiversificationImportance 46 · Surprise 42Micron is investing in the expansion of Indium Corporation’s facility in Central New York to restart domestic processing of critical minerals and manufacture high-purity materials. The materials are essential to…
- Products and TechnologyImportance 31 · Surprise 42Micron is participating with TSMC, Intel, Samsung, and SK hynix in Applied Materials’ EPIC Center in Sunnyvale, California. The facility is designed to support collaborative development of next-generation materials and…
News · 2026-10-19
- Quarterly Earnings PerformanceImportance 58 · Surprise 46Micron Technology reported fiscal fourth-quarter 2026 revenue of $54.23 billion, up from $11.32 billion a year earlier, representing approximately 379% YoY growth. Fiscal-year 2026 revenue totaled $133.19 billion,…
- Competition and Pricing PressureImportance 32 · Surprise 24Micron faces increasing competitive risk from Chinese memory manufacturers, particularly in DRAM. Third-party commentary describes continued support from strong AI-driven demand for memory and storage but notes that…
- AI Memory Demand TrendsImportance 31 · Surprise 42Micron is shifting supply toward AI-oriented memory products, including high-bandwidth memory used in data-center infrastructure. Industry research cited a downturn in smartphone memory orders as manufacturers refocus…
- Products and TechnologyImportance 26 · Surprise 243D integrated circuits are gaining adoption for high-performance, energy-efficient, space-constrained semiconductor applications. Through-silicon vias and advanced packaging increase component density, reduce…
- AI Infrastructure DemandImportance 26 · Surprise 24Industry research cited by third-party reporting expects memory used in 3D integrated circuits to reach $22.2 billion by 2030, driven by data-center demand for denser and more energy-efficient silicon. Reporting…
- Competition and Market ShareImportance 17 · Surprise 24Third-party reporting identifies increasing competition from Chinese memory manufacturers as a continuing risk to Micron’s AI-memory and DRAM positioning. Coverage also notes that investor concerns about Chinese…
News · 2026-10-18
- Competition and Market ShareImportance 34 · Surprise 42Micron remains one of three companies producing working memory used alongside processors in data centers, underscoring the concentrated competitive structure of the market. Samsung is reportedly adopting TSMC’s…
News · 2026-10-17
- Competition and Capacity ExpansionImportance 17 · Surprise 24Nicholas Mugalli identified Samsung Electronics as the more immediate competitive threat to Micron than Chinese memory manufacturers. Samsung reportedly has substantial new fabrication capacity and the financial…
- Competition and Market ShareImportance 17 · Surprise 24Nicholas Mugalli of World Trade Securities identified Samsung Electronics as the more immediate competitive threat to Micron Technology than Chinese memory producers. He cited Samsung’s substantial new fabrication…