Micron registra ingresos récord en medio de preocupaciones por su cuota de mercado

Micron Technology registró un fuerte crecimiento de sus ingresos en los últimos trimestres impulsado por la demanda de IA.

La compañía logró un aumento en los ingresos del segundo trimestre del año fiscal 2026 del 196% interanual, con márgenes brutos que alcanzaron el 74.9%. Los analistas destacan los riesgos derivados de posibles pérdidas de cuota de mercado frente a competidores como SK Hynix y Samsung. Los retrasos en la calificación de la memoria HBM4 aumentan la preocupación sobre el rendimiento futuro.

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The KOSPI index opened sharply higher on June 25, driven by Micron Technology's strong earnings. It rose 5.61 percent to 8,945.95 by 9:15 a.m.

Asian markets surged on June 25 after Micron Technology projected robust future demand during its fiscal third quarter earnings call. The chipmaker's shares rose sharply, boosting confidence in the AI trade. Falling oil prices added to the positive sentiment across regional bourses.

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South Korean chipmakers Samsung and SK Hynix reported combined profits of $59.7 billion for the March 2026 quarter. The figure tops the aggregate earnings of all listed Indian companies in any previous quarter. Strong demand for memory chips tied to artificial intelligence drove the results.

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