---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42184633.md"
description: "Breaking news: Micron just announced one of the biggest earnings beats in semiconductor history.- Revenue: $41.46 billion vs. expected $36.3 billion- Adjusted EPS: $25.11 vs. expected $21.05- Gross margin: 84.6%, up from 37.7% a year agoMicron's stock price surged +15% in after-hours trading following its massive earnings report.Micron reported record revenue, profit, and guidance, driven by surging demand for high-bandwidth memory (HBM) chips used in AI infrastructure and data centers.Micron's Q4 guidance just significantly exceeded expectations, with Q4 revenue reaching $50 billion vs. expected $43 billion, EPS reaching $31 vs. expected $25.07, and gross margin reaching 85% vs. expected 84%.Micron also announced a $22 billion multi-year customer supply agreement, including "take-or-pay" contracts, cash deposits, and price floors.The company stated that HBM3E and HBM4 are fully booked through the 2027 calendar year, with demand extending into 2028.The profit generated by Micron this quarter just exceeded the profit Nvidia earned almost exactly a year ago.Micron is expected to generate significantly more revenue and profit than Nvidia at a $4 trillion valuation, while trading at a market cap of only $1.1 trillion."
datetime: "2026-06-25T09:55:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42184633.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42184633.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42184633.md)
author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)"
---

# Breaking news: Micron just announced one of the bi…


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## Comments (1)

- **Patrick_Z · 2026-06-25T10:08:28.000Z**: ❤️