Micron’s fiscal Q3 2026 DRAM revenue outlook is shaped by surging AI demand for high-bandwidth memory (HBM), which drove record Q2 DRAM sales of $18.8 billion—79% of total revenue—and a 207% year-over-year increase. Company guidance points to $33.5 billion total revenue at 81% gross margins, supported by HBM supply sold out through 2026 under multi-year contracts and industry bit growth constrained near 20%. Traders weigh these fundamentals against potential sequential bit shipment moderation or pricing normalization outside premium AI segments, with the upcoming Q3 earnings release serving as the key catalyst for confirming or revising the implied DRAM trajectory.
Polymarket 데이터를 참조하는 실험적 AI 생성 요약입니다. 이것은 거래 조언이 아니며 이 마켓의 정산에 영향을 미치지 않습니다. · 업데이트$25,624 거래량
$25B
94%
$26B
92%
$27.5B
89%
$29B
61%
$30B
36%
$25,624 거래량
$25B
94%
$26B
92%
$27.5B
89%
$29B
61%
$30B
36%
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.
마켓 개설일: May 24, 2026, 9:29 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’s fiscal Q3 2026 DRAM revenue outlook is shaped by surging AI demand for high-bandwidth memory (HBM), which drove record Q2 DRAM sales of $18.8 billion—79% of total revenue—and a 207% year-over-year increase. Company guidance points to $33.5 billion total revenue at 81% gross margins, supported by HBM supply sold out through 2026 under multi-year contracts and industry bit growth constrained near 20%. Traders weigh these fundamentals against potential sequential bit shipment moderation or pricing normalization outside premium AI segments, with the upcoming Q3 earnings release serving as the key catalyst for confirming or revising the implied DRAM trajectory.
Polymarket 데이터를 참조하는 실험적 AI 생성 요약입니다. 이것은 거래 조언이 아니며 이 마켓의 정산에 영향을 미치지 않습니다. · 업데이트
외부 링크에 주의하세요.
외부 링크에 주의하세요.
자주 묻는 질문