"We are investing in global manufacturing in our global manufacturing footprint to support their growing demand. This is a specific strategic posture built around a window that's opening right now and closing quickly."
"Our Q2 outlook reflects substantial records across revenue, gross margin, EPS and free cash flow, and we anticipate our business performance to continue strengthening through fiscal 2026."
"If a fab shell is already in place, new capacity can come online in as little as 6 months. Without the shell, the timeline extends to 6 to 12 months, followed by additional time for yield optimization."
"As the only U.S.-based memory maker, Micron is uniquely positioned to leverage geopolitical advantages in the global market."
Micron Technology is focusing on global manufacturing investments to support rising demand for memory components. By 2026, major memory makers will rely on process technology migration rather than new capacity expansion. Micron reported record revenue and cash flow for fiscal Q2 2026, driven by AI demand. The company anticipates continued strong performance through fiscal 2026. New capacity expansion is expected in 2027, with Micron's current investments positioning the company for future growth and leveraging its U.S.-based manufacturing advantage.
Read at 24/7 Wall St.
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