Micron’s AI-Driven Surge: Can Production Keep Pace With Demand?

The artificial intelligence sector is fueling an unprecedented demand for specialized memory chips, and Micron Technology finds itself at the epicenter of this technological shift. As requirements for high-bandwidth memory (HBM) skyrocket, financial institutions like UBS are significantly upgrading their outlook for the chipmaker. The central question for investors is whether Micron’s manufacturing capabilities can scale sufficiently to capture this extraordinary opportunity.

Recent financial results underscore the company’s strong operational performance. For the fourth quarter of 2025, Micron reported record revenue of $11.32 billion, with earnings per share reaching $3.03. A particularly notable achievement was the return of gross margins above 50% for the first time since 2018.

The company is making substantial capital investments to support future expansion. Capital expenditures totaled... Read more...