AI-Driven Memory Supercycle Continues to Surpass Expectations, Boosting Micron and Sandisk
Micron Technology (MU) reported Q3 FY2026 revenue of $41.5 billion, far exceeding its guidance of $33.5 billion, signaling continued strength in the memory chip market driven by AI demand. The results suggest that the industry's growth phase is still early and may outlast current investor expectations.
Topics: Earnings Memory Chips Micron Technology Sandisk