深潮TechFlow|9月 30, 2026 23:33
[Micron Q4 Earnings Guidance Exceeds Expectations, Data Center Revenue Grows 10-Fold]
DeepTech TechFlow reports that on October 1, according to Jinshi Data, driven by generative AI infrastructure development, Micron Technology's fourth fiscal quarter earnings and primary guidance both exceeded expectations. Core financial data from the report shows that the company's data center business revenue surged approximately 10-fold year-over-year, becoming the key driver of overall revenue growth.
Alongside the earnings release, Micron Technology made a clear statement regarding the subsequent market supply and demand situation. The company explicitly stated that, driven by the continued release of downstream computing power demand, the global storage chip shortage is expected to persist until 2028. This projection is based on current order backlogs and capacity planning, providing a clear trend reference for the semiconductor supply chain.
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