- CXMT reported its first financial results as a public company, with sales benefiting from AI services lifting memory prices.
- Micron's recent results show record revenue and data-center sales, with management stating that demand is outrunning supply.
- Micron scheduled its fiscal Q4 2026 earnings conference call for September 30, 2026.
Quotes
“Demand is outrunning supply, and the gap isn't closing anytime soon.”