Tag: NAND

Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth
June 25, 2026

Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth

Futurum Research at The Futurum Group reviews Micron’s Q3 FY 2026 earnings, focusing on AI-led memory demand, Strategic Customer Agreements, HBM supply tightness, and greenfield ramp implications for FY 2027....
Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand
March 20, 2026

Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand

Futurum Research reviews Micron Q2 FY 2026 earnings, focusing on AI-driven memory demand, HBM roadmap progress, supply constraints, and what the outlook signals for data center and edge markets....
Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand
February 3, 2026

Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand

Futurum Research analyzes Sandisk’s Q2 FY 2026 results, focusing on AI-driven data center SSD momentum, supply discipline with LTAs, and a premium mix in edge and consumer that supports margin...
SK Hynix Q4 FY 2025 Structural Shift to AI Memory Lifts Margins
February 2, 2026

SK Hynix Q4 FY 2025: Structural Shift to AI Memory Lifts Margins

Futurum Research analyzes SK Hynix’s Q4 FY 2025 results, highlighting HBM leadership, DDR5 server mix, and NAND roadmap, and why capacity, packaging, and customer alignment position the company for sustained...
Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength
February 2, 2026

Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength

Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Micron Technology Q1 FY 2026 Sets Records; Strong Q2 Outlook
December 18, 2025

Micron Technology Q1 FY 2026 Sets Records; Strong Q2 Outlook

Futurum Research analyzes Micron’s Q1 FY 2026, focusing on AI-led demand, HBM commitments, and a pulled-forward capacity roadmap, with guidance signaling continued strength into FY 2026 amid persistent industry supply...
Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build
December 8, 2025

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength
September 26, 2025

Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength

Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
July 1, 2025

Micron Technology Q3 FY 2025 Earnings Show Strong Data Center and HBM Growth

Ray Wang, Research Director with The Futurum Group shares his insights on Micron’s Q3 earnings and company’s strong performance amid record-high DRAM and data center revenue....
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
April 22, 2025

Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and...
Exploring Micron G9 NAND – The World's Fastest NAND - Six Five Podcast
January 6, 2025

Exploring Micron G9 NAND – The World’s Fastest NAND – Six Five Podcast

Russ Meyer, Senior Vice President at Micron, shares his insights on pioneering the industry with the world's fastest NAND, the G9, and its real-world implications....
Six Five Insider with Micron's Chris Moore
July 10, 2023

Six Five Insider Edition with Micron’s Chris Moore, VP of Marketing, Mobile Business Unit

Daniel Newman and Patrick Moorhead sit down with Micron’s Chris Moore, VP of Marketing, Mobile Business Unit for a conversation on Micron’s recent announcement of Micron UFS 4.0, generative AI...

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Benjamin Brown

VP, Custom Research · The Futurum Group

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