美光在2026年9月30日公布了其财年第四季度财务业绩，超出华尔街预期，得益于人工智能基础设施的强劲需求。
Micron Tops Q4 Expectations and Guides Higher on Surging AI Memory Demand On September 30, 2026, Micron Technology reported fiscal fourth-quarter financial results that exceeded Wall Street expectations, powered by intense demand for artificial intelligence infrastructure.
第四季度收入达到542.3亿美元，超过LSEG共识的510.7亿美元；调整后每股收益为33.42美元，高于预期的31.61美元。净利润从上一年同期的32亿美元跃升至377亿美元。
Fourth-quarter revenue rose to $54.23 billion versus the $51.07 billion LSEG consensus, while adjusted earnings per share reached $33.42 against expectations of $31.61. Net income jumped to $37.7 billion from $3.2 billion in the prior-year period.
动态随机存取存储器（DRAM）贡献了73%的总收入，年同比增长343%，达到398亿美元。
Dynamic random-access memory (DRAM) drove 73% of total revenue, rising 343% year-over-year to $39.8 billion.
美光发布了积极的财年第一季度指引，预计收入约为615亿美元，调整后每股收益为38.15美元。
Micron issued upbeat fiscal first-quarter guidance, projecting revenue of approximately $61.5 billion and adjusted EPS of $38.15.
为缓解持续的内存短缺，企业正推进一项价值2500亿美元的制造扩张计划，覆盖爱达荷州和纽约州，并与英伟达合作开发定制高带宽内存架构。
To alleviate ongoing memory shortages, the company is advancing a $250 billion manufacturing expansion across Idaho and New York while partnering with Nvidia on custom high-bandwidth memory architectures.