A Micron Technology registrou um forte crescimento de receita nos últimos trimestres, impulsionada pela demanda por IA.
A empresa alcançou uma receita no segundo trimestre do ano fiscal de 2026 com alta de 196% em relação ao ano anterior, com margens brutas atingindo 74,9%. Analistas destacam riscos de possíveis perdas de participação de mercado para concorrentes como SK Hynix e Samsung. Atrasos na qualificação da HBM4 aumentam as preocupações sobre o desempenho futuro.
Reportado por IA Imagem gerada por IA
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.
Reportado por IA
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.
Reportado por IA
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.