27B

Micron signals HBM TAM crossing $100B in 2027 as it lifts FY26 CapEx to around $27B (NASDAQ:MU)

Earnings Call Insights: Micron Technology (MU) Q3 fiscal 2026

Management View

  • Mark Murphy (Executive VP & CFO) tied capital returns to cash durability, saying: “We’re really pleased with the financial trajectory of the business… we are delivering record cash flow numbers.” He added that after maintaining “appropriate excess

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