MU · 8-K · 20260930PR000018
Product Launch and Transition
MICRON TECHNOLOGY INC · 2026-09-30 · Importance 31 · Surprise 42 · In source text
Micron began sampling 512GB ultra-dense DDR5 RDIMM modules with speeds up to 9,200 MT/s and completed multiple customer qualifications for 1-gamma 8,800 MT/s server RDIMMs. The company began shipping six-channel 1-gamma LPDDR5X for flagship mobile devices and sampling 1-gamma LPDDR6 products for physical AI markets. Its 6600 ION SSD achieved a strong volume ramp, while the 4600 SSD received additional qualifications with leading PC OEMs.
Key facts
- Micron began sampling 512GB ultra dense high-capacity DDR5 RDIMM modules capable of speeds up to 9,200 MT/s. source
- Micron's 7600 PCIe Gen 5 and 9650 PCIe Gen 6 SSDs are now shipping to market-leading customers for KV-cache applications. source
- Micron is now shipping 6-channel 1-gamma LPDDR5X for flagship mobile devices. source
- Micron's server LPDDR SOCAMM portfolio revenue more than doubled sequentially in the fourth quarter of 2026. source
- Micron's 6600 ION SSD achieved a strong volume ramp in the fourth quarter of 2026. source
- Micron completed multiple customer qualifications of 1-gamma based, 8,800 MT/s high-speed server RDIMM modules. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Micron began sampling 512GB ultra dense high-capacity DDR5 RDIMM modules capable of speeds up to 9,200 MT/s. |
| revenue | positive | realized | — | Micron's 7600 PCIe Gen 5 and 9650 PCIe Gen 6 SSDs are now shipping to market-leading customers for KV-cache applications. |
| revenue | positive | realized | — | Micron is now shipping 6-channel 1-gamma LPDDR5X for flagship mobile devices. |
| revenue | positive | realized | — | Micron's server LPDDR SOCAMM portfolio revenue more than doubled sequentially in the fourth quarter of 2026. |