Micron's SSD Growth Drives NAND Revenues: Will it Sustain Momentum?

Key Takeaways Micron Technology's NAND revenues jumped 169% YoY and 82% sequentially to $5B in fiscal Q2 2026.MU's growth was driven by strong data center SSD demand, with prices rising in the high-70% range.Micron Technology benefits from HDD shortages, tight supply and rising AI-driven SSD adoption.Micron Technology, Inc. (MU) is seeing strong momentum in its NAND business, largely driven by robust demand for its solid-state drive (SSD) solutions. This growth momentum is largely driven by rising data cent ...