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Micron's $41 billion quarter confirms the AI memory supercycle is nowhere near done

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Micron's $41 billion quarter confirms the AI memory supercycle is nowhere near done

Micron Technology reported Q3 FY2026 revenue of $41.46 billion and adjusted EPS of $25.11, both well above consensus, driven by sold-out high-bandwidth memory orders. Q4 guidance of $50 billion and SK Hynix's simultaneous $29.4 billion US listing bid signal the AI memory supercycle is accelerating, not peaking.

Judith Murphy

5 min read

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