Micron Technology, Inc. (MU) is set to release its first-quarter fiscal 2026 results on Dec. 17, with strong expectations due to AI investments. Estimates show a 45.7% revenue growth and 117.3% earnings per share growth. DRAM sales are expected to drive growth, with a 58.3% year-over-year increase in revenues.

Micron Technology benefits from the AI revolution, particularly in the demand for high-performance DRAM. The company’s DRAM segment is predicted to see a significant revenue boost in the first quarter, reflecting improved pricing dynamics in the industry. Partnerships with NVIDIA, AMD, and Marvell Technology provide steady revenue streams.

Mass production of HBM3E for NVIDIA’s next-gen AI chips positions Micron Technology as a key supplier. Partnerships with major tech players like NVIDIA, AMD, and Marvell Technology give MU an edge in the AI race. The company’s strong ties with these firms are expected to drive overall growth in the first quarter.

Read more at Nasdaq: AI-Fueled Demand to Boost Micron Technology’s DRAM Revenues in Q1