Micron 2QF26: Massive $23.9B revenue and guidance of $33.5B; 75% GM with 81% guided for Q3; first 5-year Strategic Customer Agreement (SCA) signed; non-HBM DRAM margins currently exceed HBM margins; HBM4 volume shipments for NVIDIA Vera Rubin underway; total DRAM/NAND supply-constrained beyond CY26; Capex raised to $25B+ for FY26 with a $10B+ construction step-up in FY27
Source: Sravan Kundojjala
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