Micron, a US-based memory chipmaker, reported a 346% surge in quarterly revenue and $28.2 billion（約4.5兆円） profit, well above expectations, driven by demand for specialized memory chips that power AI systems. The company makes high-bandwidth memory chips that allow data to flow at the extreme speeds AI processors need, and it faces little competition—only a handful of global manufacturers can produce these chips at scale, making Micron essential to the AI infrastructure race.
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Micron reported a 346% surge in quarterly revenue and a $28.2 billion（約4.5兆円） profit—almost 15 times higher than the same quarter last year—sending its stock up 15% to $1,213 per share. The results helped stabilize tech markets after an earlier selloff.
Why it matters
Micron makes high-bandwidth memory chips that stack multiple layers of memory directly on top of each other, allowing data to flow at the speeds AI processors require. Because training large language models requires moving billions of data points per second between processors and memory, Micron's chips have become essential to AI infrastructure—and only a handful of companies can mass-produce them at scale.
What to watch
Micron released its HBM4 chip in March, designed specifically for Nvidia's Vera Rubin platform, which helps power major AI systems like ChatGPT. Analysts note that Micron remains one of the key beneficiaries of the AI supercycle for years to come.
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