Micron Technology Q4 2025 Earnings
from The Quarterly Call Hosted by The Quarterly Call
Speakers discuss the impact of Artificial Intelligence (AI) as a primary demand driver, particularly for High Bandwidth Memory (HBM), which is crucial for data centers and is contributing to tight DRAM supply conditions. Micron's technological leadership in 1-gamma DRAM and HBM4 is highlighted, along with plans for capital expenditure increases to expand capacity, including new fabs in Idaho and New York. The company also projects a robust outlook for fiscal Q1 2026, anticipating record revenue and EPS due to continued strong demand and favorable pricing trends across various markets, including servers, PCs, and mobile devices.
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