
77
OZMicron Technology has shattered financial records, reporting a staggering $23.86 billion in revenue for the second fiscal quarter of 2026, nearly tripling its performance from the same period last year. This massive "earnings surprise" is fueled by the commencement of mass production for Micron’s sixth-generation HBM4 chips, which feature 36GB 12-layer technology designed for Nvidia’s upcoming Vera Rubin AI platform. CEO Sanjay Mehrotra attributed this success to the rise of "Agentic AI" workloads that require more sophisticated memory than standard LLM training, pushing gross profit margins to a remarkable 74.9%. To sustain this momentum, Micron is increasing its 2026 capital expenditure to $25 billion and has secured its first-ever five-year long-term supply contract to move away from traditional commodity cycles. This development signals a rapid industry transition from Blackwell architecture to the more powerful Vera Rubin systems, intensifying the competition between Micron, Samsung, and SK Hynix. While the "AI super-cycle" appears robust, the company cautioned that rising material costs due to geopolitical tensions in the Middle East remain a potential risk for future margins.
Source: Maeil Business Newspaper (MK)
@ozor.news










