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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Micron Technology
Micron Technology (MU) investor relations material
Micron Technology Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary21 Oct, 2026
AI demand and memory architecture
AI demand spans training, inference, agentic and physical AI: HBM per GPU rises 3.6x from H100 to B300; inference-server memory is projected to double in three years; agentic context grows 30x yearly; physical-AI DRAM exceeds 10x L2 cars for L4/robotaxis.
Memory capability and architecture shape AI system capacity, performance and cost per token; inference uses HBM to feed processors, DRAM for working capacity and SSDs for retrieval data.
Memory supply is expected to remain tight over the next two years, with no balance point anticipated; configurations and workload-specific optimization differ.
Portfolio spans HBM, high-capacity DDR, low-power DRAM, data-center SSDs and NAND, with products for PCs, mobile, automotive, robotics and edge AI.
Products and milestones
Shipped SOCAMM in Mar 2025 and sampled 1y-based 10.7 Gbps LPDDR5X in Jun 2025; shipped the PCIe Gen5 G9 QLC client SSD in Jan 2026 and Gen6 9650 SSD to mass production in Feb 2026.
Announced HBM4 36 GB 12-high for high-volume manufacturing in Mar 2026 and shipped a 245 TB 6600 ION data-center SSD in May 2026; sampled 256 GB SOCAMM2 in Mar 2026.
Qualified ASIL-B UFS 4.1 for automotive in Aug 2026 and sampled 512 GB DDR5 RDIMM, up to 9,200 MT/s, in Sep 2026.
Leadership cited across four consecutive DRAM nodes, three HBM generations in power and three consecutive NAND nodes from G7 to G9; 1γ is in high-volume manufacturing.
DRAM scaling has delivered >400x more bits per wafer since 1995; 1y dimensions fit >1,500 capacitors across a 50 μm hair.
DRAM roadmap
1δ is targeted for volume ramp in H2 2027, with mid-20s% bit-density improvement vs. 1y; it is designed for HBM5, vertical HBM and next-generation memory products.
1ε development is underway, with 1ζ and later nodes in pathfinding; 3D DRAM is a parallel roadmap, with deployment timing based on cost, complexity and performance.
6F² scaling continues; 4F² is not being pursued due to complexity and cost after more than two decades of investigation. DRAM bit density depends on capacitor pitch, not the cell label.
LP6 targets >35% lower power than LP5 for some densities; DDR6 targets >2x DDR5 bandwidth. A 1 TB RDIMM generation is planned after the sampled 512 GB module.
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Latest events from Micron Technology
- Record-breaking Q4 and full-year results driven by AI demand and tight supply conditions.MU
Q4 2026 - Record-breaking Q4 and FY26 results, with tight supply and AI demand fueling FY27 growth.MUQ4 2026 Post Call
- Q1 2026 delivered 57% revenue growth and record profitability, driven by AI and tight supply.MUQ1 2026
- Revenue and profit soared on AI demand, with 56% margin and major capacity investments.MUQ1 2026 Post Call
- Record Q3 results and strong AI-driven outlook support continued growth and profitability.MUQ3 2025
- Record Q1 revenue and data center growth drive strong results and positive AI-driven outlook.MUQ1 2025
- Record Q4 and FY24 results set the stage for robust, AI-driven growth and profitability in FY25.MUQ4 2024
- Q3 revenue and margins exceeded guidance, led by AI demand and HBM; strong outlook for 2025.MUQ3 2024
- Q2 revenue up 38% YoY, record HBM and DRAM sales, and $6.1B CHIPS Act funding secured.MUQ2 2025
Next Micron Technology earnings date
Q1 202716 Dec, 2026
Micron Technology
Next Micron Technology earnings date
Q1 202716 Dec, 2026
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Frequently asked questions
Memory experts
Micron Technologies, often referred to as Micron, is a company specializing in the manufacturing and distribution of various forms of semiconductors. They design, produce, and sell a wide range of memory and storage solutions used in applications such as computers, smartphones, data centers, and automotive electronics. Micron's semiconductor products include dynamic random-access memory (DRAM) and other advanced memory technologies. By focusing on innovation and advanced manufacturing processes, Micron Technologies has become a key player in enabling technological advancements and powering the digital infrastructure of various industries worldwide.
A child of the 70’s
The company was founded in 1978, and since then Micron has grown to become one of the largest manufacturers of memory and storage products in the world. Their semiconductor products are utilized in a wide range of applications, from consumer electronics and mobile devices to enterprise data centers and automotive systems.
Micron has been able to expand and grow since its foundation by utilizing strategic acquisitions and partnerships, as well as placing a heavy emphasis on investments in research and development. Today, the company is a key player in the semiconductor industry, providing advanced memory and storage solutions to meet the ever-increasing demands of the digital world.
Storage, storage, and storage
Micron's product portfolio includes a wide array of different storage options, such as dynamic random-access memory (DRAM), NAND flash memory, and emerging memory technologies. DRAM is used in applications requiring high-speed data storage and retrieval, such as computers and servers. NAND flash memory provides non-volatile storage for smartphones, tablets and solid-state drives (SSDs). Micron's advanced memory technologies enable fast data transfer, increased storage capacity, and improved performance in electronic devices. Their products are designed to enhance the efficiency and reliability of computing, mobile, and storage systems.
Ever-increasing demand
The semiconductor industry has been experiencing a surge in demand driven by various factors, including the proliferation of connected devices, the growth of cloud computing, and the advancement of emerging technologies like artificial intelligence and 5G. Micron has an interesting position in the industry given their expertise within a relatively niche sector. Micron also works closely with companies such as Nvidia by supplying them with memory solutions.