Can AI-Driven DRAM Demand Sustain Micron's Revenue Upswing?

Key Takeaways MU reported a 69% year-over-year jump in DRAM revenues to $10.8B, led by AI-related demand.AI servers require far more memory, pushing DRAM content per server and average selling prices higher.Tight industry supply and expanding HBM customers are supporting MU's pricing power and outlook.Micron Technology, Inc.’s (MU) recent revenue surge has been driven largely by a sharp rise in DRAM demand tied to artificial intelligence (AI) workloads. In the first quarter of fiscal 2026, MU’s DRAM revenue ...