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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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.
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.
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Alibaba released its first-quarter results for the period ended March 31, missing revenue targets but showing robust expansion in artificial intelligence services. The company highlighted continued momentum in its cloud business driven by AI demand.