The End Of Boom/Bust Cycles For The Memory Market
Who / What / Where / When
Who
What
- 1. The GenAI boom has transformed the memory market, increasing demand for DRAM and flash memory.
- 2. Micron Technology reported $41.46 billion in revenue for Q3 F2026, a 4.5X increase year-over-year.
- 3. Micron's DRAM sales reached $31.33 billion, up 4.3X from the previous year.
- 4. The total addressable market for memory is projected to rise significantly, driven by AI demand.
- 5. Micron's revenue backlog exceeds $100 billion, with 20% of DRAM capacity pre-sold.
- 6. The HBM market forecast has surged from $343 billion to $724 billion between 2026 and 2030.
- 7. Micron expects Q4 F2026 revenues around $50 billion, with profits growing faster than revenues.
Where
Unknown (outlet HQ)
topics: Hardware · language: eng
topics: Hardware · language: eng
When
published 26 Jun, 19:02Z
ingested 26 Jun, 19:11Z
ingested 26 Jun, 19:11Z
Rewrite
headline was already plain — left unchanged
Retrieved
https://www.nextplatform.com/store/2026/06/26/the-end-of-boom/bust-cycles-for-the-memory-market/5263287
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