Micron Technology · 2026-03-18
Micron Technology (MU) Q2 FY2026財報發布：AI 記憶體需求、HBM、毛利率與現金流是主線
Revenue was $23.86B versus $13.64B in the prior quarter and $8.05B a year earlier.; GAAP gross margin was 74.4% and non-GAAP gross margin was 74.9%.; GAAP diluted EPS was $12.07 and non-GAAP diluted EPS was $12.20.; Operating cash flow was $11.90B and adjusted free cash flow was $7.2B.
Revenue was $23.86B versus $13.64B in the prior quarter and $8.05B a year earlier.
GAAP gross margin was 74.4% and non-GAAP gross margin was 74.9%.
GAAP diluted EPS was $12.07 and non-GAAP diluted EPS was $12.20.
Operating cash flow was $11.90B and adjusted free cash flow was $7.2B.
已披露資料
MU 這季真正改變的是定價權
Revenue was $23.86B versus $13.64B in the prior quarter and $8.05B a year earlier.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
GAAP gross margin was 74.4% and non-GAAP gross margin was 74.9%.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
GAAP diluted EPS was $12.07 and non-GAAP diluted EPS was $12.20.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
Operating cash flow was $11.90B and adjusted free cash flow was $7.2B.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
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