Micron Technology to report Q4FY26 results on Sept 30

0 min read | Published on 27 Aug 2026, 02:14 AM |Updated on 27 Aug 2026, 02:14 AM

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Naman SScanX News Team

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Key Highlights

Micron Technology will hold its fiscal Q4 earnings call on Sept 30, 2026
The conference call is scheduled for 2:30 p.m. Mountain time
A live webcast will be available at investors.micron.com
Replays will remain accessible for approximately one year

*this image is generated using AI for illustrative purposes only.

Micron Technology, Inc. (NASDAQ: MU) will hold its fiscal fourth quarter earnings conference call on Wednesday, September 30, 2026, at 2:30 p.m. Mountain time. The global semiconductor memory and storage leader uses this forum to discuss financial performance and operational updates.

The call will be webcast live at investors.micron.com. Webcast replays of the presentations will be accessible from Micron’s Investor Relations website for approximately one year after the event.

About Micron Technology

Micron positions itself as a global leader in semiconductor memory and storage, powering AI and compute-intensive applications from cloud to edge. The company emphasizes customer focus, technology leadership, and manufacturing excellence.

Its portfolio includes high-performance DRAM, NAND, and NOR solutions designed to deliver speed, efficiency, and scale for modern workloads.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How might Micron's Q4 2026 guidance reflect the maturation of AI-driven demand for high-bandwidth memory (HBM) in data centers?

What impact could recent geopolitical trade policies have on Micron's manufacturing expansion and supply chain resilience by late 2026?

Will Micron's pricing power for DRAM and NAND stabilize as the semiconductor cycle potentially peaks, and how does this affect margin projections?

Memory chips to take 68% of AI capex by 2027 as prices surge

2 min read | Published on 26 Aug 2026, 08:41 PM |Updated on 27 Aug 2026, 12:50 AM

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Shriram SScanX News Team

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Key Highlights

Memory chips projected to consume 68% of AI capex for top cloud providers in 2027, up from 47% in 2024
Total capex for nine largest providers estimated to reach $1.383 trillion in 2027 from $272 billion in 2024
Server DRAM prices expected to rise 270% in 2026, while enterprise SSD prices could gain 235%
Micron Technology trades 26% below June highs despite bullish analyst consensus and $1.303 average price target
Cloud providers may reduce memory capacity per system or shift to custom chips to manage rising costs

*this image is generated using AI for illustrative purposes only.

Memory chips are projected to consume 68% of the capital expenditure for the world's nine largest cloud service providers in 2027. This represents a significant increase from the 47% share recorded in 2024, according to market research firm TrendForce.

The total addressable market for this spending is expanding rapidly. TrendForce estimates combined spending by these providers at $272 billion in 2024, rising to $466 billion in 2025, $922 billion in 2026, and $1.383 trillion in 2027.

Price Drivers Behind the Shift

The increasing share of memory in total capex is driven by rising component prices rather than just volume growth. Server DRAM contract prices rose a cumulative 64% in the second half of 2025. TrendForce expects a further 270% increase across 2026.

Enterprise solid-state drive prices, representing the NAND flash segment, rose about 35% in the second half of 2025 and are projected to gain 235% in 2026. High-bandwidth memory (HBM), critical for AI accelerators, could see price increases of 70% to 140% in 2027.

What the Numbers Show

Applying the projected 68% memory share to the $1.383 trillion total capex forecast for 2027 implies approximately $940 billion will be directed specifically toward memory components in that single year. This concentration highlights memory as the dominant cost center in AI infrastructure buildouts.

Market Response and Risks

As memory absorbs a larger portion of budgets, cloud providers may respond by reducing memory capacity per system, reworking RDIMM configurations, or shifting toward custom AI chips with hardwired model architectures. Higher memory costs also provide suppliers like Nvidia Corp justification to raise their own prices.

Micron Technology Inc trades 26% below its June record high. Analyst consensus remains bullish, with 27 analysts rating the stock as Buy and an average price target of $1,303. This target sits roughly 40% above the recent close of $932.97. Micron has already more than tripled this year and crossed a $1 trillion market value.

Date	Firm	Price Target	Action	Rating
Aug 25, 2026	Mizuho	$1,375 → $1,300	PT Cut	Outperform
Aug 14, 2026	New Street Research	$1,250	Upgrade	Neutral → Buy
Aug 7, 2026	Citigroup	$1,400 → $1,150	PT Cut	Buy
Jul 14, 2026	Keybanc	$1,600 → $1,750	PT Raise	Overweight
Jun 29, 2026	Cantor Fitzgerald	$1,500 → $2,000	PT Raise	Overweight
Jun 25, 2026	Barclays	$1,175 → $2,000	PT Raise	Overweight

Source: Benzinga Analyst Ratings

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How might the projected 270% surge in server DRAM prices in 2026 force cloud providers to alter their AI infrastructure scaling strategies?

Will the rising cost of memory components lead to a consolidation of the cloud service provider market as smaller players struggle with capital intensity?

To what extent will custom AI chips with hardwired architectures mitigate the impact of soaring HBM and DRAM costs by 2027?