Micron Technology har uppvisat en stark intäktstillväxt under de senaste kvartalen, drivet av efterfrågan inom AI.
Företaget uppnådde en intäktsökning på 196 procent på årsbasis för det andra kvartalet räkenskapsåret 2026, med en bruttomarginal på 74,9 procent. Analytiker lyfter fram risker kopplade till potentiella förluster av marknadsandelar till konkurrenter som SK Hynix och Samsung. Förseningar i kvalificeringen av HBM4 förstärker oron för den framtida utvecklingen.
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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.