2026 회계연도 3분기, AI 메모리 주도 기록적 매출; 데이터센터 매출 약 150% 성장; 연간 HBM 생산 캐파 이미 완판
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