Micron says DRAM quarterly revenue rose 343% year over year to $39.8 billion
AI Market Summary
Micron reported record FY2026 Q4 and full-year results, with DRAM revenue up 343% YoY to $39.8B amid tight supply, data center revenue surging to $18B, and NAND revenue up 526% to $14.1B. The scale and mix shift toward data center memory reinforces the strength of AI-driven demand and pricing power across the memory cycle, supporting sentiment toward semiconductors tied to DRAM/NAND.
Impact level
● Medium
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AI Insight · NCSKMUU2USD/USDTAI Insight
▲ Bullish
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Micron Technology reported record results for fiscal fourth-quarter and full-year 2026. DRAM quarterly revenue jumped 343% year over year to $39.8 billion, while data center revenue surged to $18.0 billion from $1.57 billion a year earlier. NAND quarterly revenue also climbed 526% to $14.1 billion, with all three figures marking record highs.
