Micron's fiscal third-quarter NAND revenue, expected to be disclosed around June 24, 2026, reflects robust pricing dynamics and supply tightness in the memory sector. In the prior quarter, NAND contributed $5.0 billion, or 21% of total revenue, with average selling prices rising sharply in the high-70s percent range quarter-over-quarter amid surging AI and data center demand. Company guidance points to overall revenue of $33.5 billion plus or minus $750 million, supported by elevated gross margins near 81% and industry-wide constraints on both DRAM and NAND supply. Traders monitor bit shipment growth, ASP trends, and competitive capacity additions, as these factors directly influence whether NAND's share of the expanded top line exceeds or falls short of the market threshold.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於$18,335 交易量
$7.0B
94%
$7.5B
55%
$8.0B
52%
$8.5B
40%
$18,335 交易量
$7.0B
94%
$7.5B
55%
$8.0B
52%
$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.
市場開放時間: 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's fiscal third-quarter NAND revenue, expected to be disclosed around June 24, 2026, reflects robust pricing dynamics and supply tightness in the memory sector. In the prior quarter, NAND contributed $5.0 billion, or 21% of total revenue, with average selling prices rising sharply in the high-70s percent range quarter-over-quarter amid surging AI and data center demand. Company guidance points to overall revenue of $33.5 billion plus or minus $750 million, supported by elevated gross margins near 81% and industry-wide constraints on both DRAM and NAND supply. Traders monitor bit shipment growth, ASP trends, and competitive capacity additions, as these factors directly influence whether NAND's share of the expanded top line exceeds or falls short of the market threshold.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於
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