Micron’s fiscal third-quarter DRAM revenue outlook centers on sustained AI-driven demand for high-bandwidth memory alongside broader DRAM supply constraints that have persisted through calendar 2026. In fiscal Q2, DRAM contributed $18.8 billion, or 79 percent of total revenue, reflecting 207 percent year-over-year growth fueled by elevated average selling prices and higher bit shipments to data-center customers. Management’s $33.5 billion total-revenue guidance for Q3 implies continued sequential expansion, supported by favorable product mix, pricing leverage, and server-platform content growth. Upcoming June 2026 earnings will provide the first detailed read on whether DRAM’s share and absolute levels meet or exceed the elevated run rate established in the prior quarter.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado$25,485 Vol.
$25B
93%
$26B
92%
$27.5B
89%
$29B
54%
$30B
36%
$25,485 Vol.
$25B
93%
$26B
92%
$27.5B
89%
$29B
54%
$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.
Mercado Aberto: 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 third-quarter DRAM revenue outlook centers on sustained AI-driven demand for high-bandwidth memory alongside broader DRAM supply constraints that have persisted through calendar 2026. In fiscal Q2, DRAM contributed $18.8 billion, or 79 percent of total revenue, reflecting 207 percent year-over-year growth fueled by elevated average selling prices and higher bit shipments to data-center customers. Management’s $33.5 billion total-revenue guidance for Q3 implies continued sequential expansion, supported by favorable product mix, pricing leverage, and server-platform content growth. Upcoming June 2026 earnings will provide the first detailed read on whether DRAM’s share and absolute levels meet or exceed the elevated run rate established in the prior quarter.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado
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