HBM demand · X 热门 · 2026-09-20 18:18 UTC

# HBM demand — X 热门讨论 (2026-09-20 18:18 UTC)

## @SemiconductorsX (Semiconductor Insider) · 09-20 11:18 · ♥31 ↻1 💬1 Micron’s Q4 FY25 printed $11.32B revenue and $3.03 EPS. Street now sees Q4 FY26 at ~$50.8B and $31 EPS, +349% and +927%.

AI HBM demand and sold-out supply are driving the memory supercycle. $MU remains one of the clearest AI infrastructure winners. #Semiconductors #AI > 引用 @MojoTricks: Micron’s projected trajectory through FY26 is staggering. • Revenue: $11.32B (Q4 FY25) ➔ $50.79B (Q4 FY26E) [+349%] • EPS: $3.04 ➔ $31.13 [+927%] The memory supercycle and HBM demand inflection captured in one chart.$MU #Semiconductors #AI $MU https://t.co/IR4IRKRTKL https://x.com/SemiconductorsX/status/2101632124793037298