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Micron's AI-fueled revenue forecast blows past estimates, backlog swells | Reuters

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Micron forecasts revenue above estimates as AI memory demand surges

Micron Technology reported fiscal Q4 profit of $37.7 billion and forecast current-quarter revenue above Wall Street estimates, driven by AI-fueled memory chip demand. The company said customer commitments under long-term supply agreements reached $32 billion.

Sep 30, 2026·3 sourcesAI Data Center Gold RushWall StreetCompute, chips & AI infrastructureSemiconductor manufacturingMicron Technology
Micron forecasts revenue above estimates as AI memory demand surges
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Other sources for this story

The Wall Street Journal

Micron Profit, Revenue Surge as Memory Crunch Looks to Last Through 2028

Bloomberg

Micron Earnings: MU Forecast Tops Estimates After Demand Outstrips Supply