---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000537202.md"
description: "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 FY27Source: Sravan Kundojjala"
datetime: "2026-03-19T10:27:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000537202.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000537202.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000537202.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Micron 2QF26: Massive $23.9B revenue and guidance …


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**