2026年度第3四半期（6月24日発表）、AIメモリーで過去最高収益。データセンター売上が約150%増、2026年通年のHBM生産能力はすでに予約済み
Micron
tracked under AI ▸ Semiconductors
Beijing investigates memory pricing, fines could reach $2.5B, while domestic champion CXMT files for a $4.2B IPO and nears third-largest by wafer capacity
Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600