Micron Technology forecasts $50B in sales, topping estimates as AI memory shortage deepens

Micron Technology posts record $41B revenue as AI memory demand rewrites the semiconductor playbook

Micron revenue $41.46B (+346% YoY) on AI memory demand; HBM sold out through 2026, guidance $50B next quarter. Memory is infrastructure bottleneck: shortage sustains pricing power and capex inflation—reshaping investment decisions for GPU clusters and AI infrastructure scaling.