Micron outlines >$25B FY26 CapEx plan while expanding NAND and DRAM capacity amid persistent supply constraints (NASDAQ:MU)

Comments(3)Earnings Call Insights: Micron Technology (MU) Q2 2026 Management View CEO and senior leadership focused heavily on addressing persistent supply constraints, particularly in NAND and DRAM, while highlighting robust demand from AI-driven data center growth. Sumit Sadana, Executive VP & Chief Business Officer, stated that "our portfolio isNewsletters for Every InvestorGet daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to NewslettersSeek ...