Micron signals higher HBM4 share and DRAM-focused $18B CapEx through 2026 as AI data center demand accelerates
Sep. 23, 2025 9:04 PM ETMicron Technology, Inc. (MU) Stock, MU:CA StockAI-Generated Earnings Calls Insights
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Earnings Call Insights: Micron Technology, Inc. (MU) Q4 2025
Management View
CEO Sanjay Mehrotra was referenced during the call but did not provide direct remarks; key business updates were provided by Sumit Sadana, Executive VP & Chief Business Officer. Sadana indicated the company expects “the large
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Quick Insights
Micron expects to gain higher HBM share, matching or exceeding its DRAM supply share, leveraging its strong competitive position in data center SSDs and ramp in high-value memory as AI-driven demand accelerates.
The $18 billion CapEx will mainly support DRAM construction and equipment, suggesting heightened future capacity and innovation in DRAM to address market tightness and capitalize on robust AI and hyperscaler demand.
Exiting managed NAND allows Micron to reallocate supply to tighter, higher-margin data center markets; ongoing supply constraints and improved pricing should further bolster gross margins and profitability.
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