
Micron QNov25
- Revenue (+21% q/q and +57% y/y to $13.6B at 56.8% GM; Guided $18.7B at 68% GM for QFeb- FY26 CapEx: Increased to $20B (from $18B), driven by HBM and 1-gamma- CY26 HBM supply fully contracted (price and volume)- HBM4 on track for 2Q26 rampSource: Sravan Kundojjala
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