Companies/Micron/product line
scalingproduct line

NAND and SSD

NAND revenue rose 274% to $31.79 billion in fiscal 2026 on higher prices and steady bit growth.

MU market data

The numbers

NAND revenue$31.79 billion (about 24% of FY2026 revenue)FY2026 (53 weeks ended 2026-09-03) · +274% vs $8.50 billion in FY2025 · source ↗
NAND average selling priceup approximately 200%FY2026 vs FY2025 · source ↗
NAND bit shipmentsup in the mid-20% rangeFY2026 vs FY2025 · source ↗

What it is

NAND flash storage sold as data-center SSDs, PC and phone storage, and managed storage products. Data-center SSDs sit mainly in the Core Data Center unit.

Why it matters to the stock. NAND prices follow the same supply-demand cycle as DRAM. Data-center SSD demand from AI training and inference is a growing share of the mix.

News

Micron posts record fiscal Q4 revenue of $54.23 billion and guides $61.5 billion for next quarter

Micron reported record fiscal fourth-quarter 2026 revenue of $54.23 billion on September 30, 2026, up from $41.46 billion in the prior quarter.

Earnings

Micron declares $0.15 quarterly dividend payable July 21, 2026

Micron's board declared a quarterly cash dividend of $0.15 per share alongside the fiscal Q3 results.

Capital

Micron repurchases $650 million of stock in first half of fiscal 2026

Micron's fiscal Q2 release shows $650 million of repurchases under its repurchase program for the six months ended February 26, 2026.

Capital