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Micron reported fourth-quarter revenue of $542 billion for the quarter ended September 2026. The source heise online reports that quarterly revenue grew 380% year over year, driven mainly by demand for flash memory from AI data centers. The same report also mentioned that demand for Enterprise SSDs for data centers is expected to grow by more than 80% in 2026, and fourth-quarter contract prices are expected to rise significantly; QLC flash is becoming increasingly important because it is suitable for low-cost storage of the large-scale data and cached content of AI applications. In addition, NOR flash and SLC NAND for industrial and embedded systems are also in short supply, partly because production capacity is shifting to more profitable AI storage products. There are currently no subsequent factual developments in this event.
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Flash-Talk: The First Batch of Space Data Centers and New Controller SolutionsDevelopments
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- Source:heise online
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Oct 20
heise online
Flash-Talk: The First Batch of Space Data Centers and New Controller Solutions
Micron's fourth fiscal quarter revenue reached $54.2 billion for the period ending September 2026, up 380% year-over-year, driven mainly by demand for flash memory from AI data centers. Demand for Enterprise SSDs for data centers is expected to grow by more than 80% in 2026, and contract prices are expected to rise significantly in the fourth quarter. QLC flash is becoming increasingly important because it is suitable for low-cost storage of the large-scale data and cached content of AI applications. NOR flash and SLC NAND used in industrial and embedded systems are also experiencing supply shortages, partly because production capacity is shifting toward more profitable AI storage products.