Micron Q4 Earnings Test AI Memory Pricing Power Amid Supply Tightness
Micron Technology reports fiscal Q4 earnings on September 30, with investors scrutinizing whether tight memory supply and AI-driven demand can sustain high margins. The company has locked in multi-year supply agreements and completed 2026 HBM sales, while a new 512GB RDIMM targets data center needs, though volume production is delayed until late 2027. Institutional interest has risen, with 184 hedge funds holding positions by Q2 2026, but risks remain if supply catches up with demand.
