Micron's blowout quarter underscores tightening memory supply and rising AI leverage

Digitimes
Dec 18, 2025, 12:00 am132 pts
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher, while management signals supply tightness extending well into 2026 and beyond.

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