Overview
- Shipments of Crucial-branded DRAM and SSDs will continue through Micron’s fiscal Q2 ending February 2026, with warranty support maintained.
- The company says the overwhelming majority of roughly $14 billion in FY25 capital outlays will go to HBM and other AI-aligned manufacturing.
- Micron reported FY25 revenue of about $37.4 billion and fiscal Q4 sales of $11.32 billion, underscoring accelerating data-center demand.
- HBM3E capacity is sold out through 2026, and analysts have raised price targets as DRAM supply tightens and pricing improves.
- Exiting consumer channels is expected to constrain retail memory supply and boost rivals like Samsung and SanDisk, while a Clay, New York fab build faces delays toward late 2030.