Micron Technology's fiscal third-quarter NAND revenue, reported alongside earnings on June 24, 2026, is supported by robust AI-driven demand for data-center solid-state drives, which drove sequential NAND revenue growth to approximately $5 billion in fiscal Q2 amid 82% quarter-over-quarter expansion. Industry NAND contract prices have risen sharply, with TrendForce projecting 70-75% quarter-over-quarter increases in Q2 2026 on top of prior gains, reflecting persistent supply constraints as manufacturers prioritize higher-margin products like HBM. Total company revenue guidance of $33.5 billion ± $750 million implies NAND could maintain its typical 20-23% revenue share if bit shipments and average selling prices hold, though allocation shifts toward DRAM and competitive dynamics in enterprise storage remain key variables. Traders are monitoring these pricing and volume trends closely ahead of the release.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui$17,580 Vol.
$7.0B
94%
$7.5B
88%
$8.0B
49%
$8.5B
40%
$17,580 Vol.
$7.0B
94%
$7.5B
88%
$8.0B
49%
$8.5B
40%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Pasar Dibuka: May 24, 2026, 9:31 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...Micron Technology's fiscal third-quarter NAND revenue, reported alongside earnings on June 24, 2026, is supported by robust AI-driven demand for data-center solid-state drives, which drove sequential NAND revenue growth to approximately $5 billion in fiscal Q2 amid 82% quarter-over-quarter expansion. Industry NAND contract prices have risen sharply, with TrendForce projecting 70-75% quarter-over-quarter increases in Q2 2026 on top of prior gains, reflecting persistent supply constraints as manufacturers prioritize higher-margin products like HBM. Total company revenue guidance of $33.5 billion ± $750 million implies NAND could maintain its typical 20-23% revenue share if bit shipments and average selling prices hold, though allocation shifts toward DRAM and competitive dynamics in enterprise storage remain key variables. Traders are monitoring these pricing and volume trends closely ahead of the release.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui
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