Micron Technology mencatat pertumbuhan pendapatan yang kuat dalam beberapa kuartal terakhir yang didorong oleh permintaan AI.
Perusahaan mencapai pendapatan Q2 TA 2026 yang naik 196% dari tahun ke tahun dengan margin kotor mencapai 74,9%. Para analis menyoroti risiko dari potensi hilangnya pangsa pasar ke pesaing seperti SK Hynix dan Samsung. Penundaan dalam kualifikasi HBM4 menambah kekhawatiran terhadap kinerja di masa depan.
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SK hynix reported record Q1 sales of 52.58 trillion won and operating profit of 37.61 trillion won ($25.42 billion) on Thursday. The figures marked year-on-year increases of 198 percent in sales and 405.5 percent in operating profit, driven by strong AI infrastructure demand. Net profit also hit a record 40.34 trillion won ($27.3 billion).
Micron Technology reported fiscal Q2 2026 revenue of $23.86 billion, up 196% year-over-year and beating consensus estimates of $19.51 billion. Earnings per share reached $12.20. The company issued strong Q3 guidance, projecting revenue of $33.5 billion and EPS of $19.15.
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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.
Microsoft posted better than expected third quarter results driven by sustained demand for its cloud and artificial intelligence offerings.
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Micron Technology's CEO has cautioned that artificial intelligence remains in its very early stages and will require additional memory. The remarks signal ongoing challenges in the RAM market. Nvidia is addressing VRAM shortages by reviving an old GPU.
Seoul shares opened higher on Tuesday, propelled by Samsung Electronics' record first-quarter earnings. The benchmark KOSPI rose 2.47 percent to 5,584.76 in the first 15 minutes of trading. Strong demand for AI-related chips drove the profit surge.
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South Korean stocks closed at a record high on May 27, driven by gains in semiconductor shares.