Key facts: Micron (MU) Q4 revenue ~ $50B; $10B Idaho lab; Sanand scale

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Micron (MU) guided Q4 revenue near $50B with ~86% gross margin. The company launched a $10B Micron Research Labs in Idaho, appointing Deirdre Hanford as president. Commercial operations began at the Sanand chip assembly plant, with major scale-up planned for next year. Additionally, Micron introduced a 512GB DDR5 RDIMM, targeting mass production in 2027.

  • Micron (MU) guided Q4 revenue near $50B and gross margin about 86%, versus Street revenue around $50.4B and adjusted EPS near $30.89. GuruFocus
  • Micron (MU) launches Micron Research Labs in Idaho with a $10B investment. Deirdre Hanford named president to lead research, partnerships, and R&D as part of Micron’s U.S. expansion. 2 sources
  • Micron (MU) began commercial operations at its Sanand chip assembly and testing plant this year, currently assembling and testing tens of millions of chips and planning major scale-up next year. Business Line
  • Micron (MU) launched a 512GB DDR5 RDIMM (TSV 3D stack) rated to 9,200 MT/s, 16W power; a server with 24 modules = 12TB. Mass production planned for 2027; pricing undisclosed. Binance News
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