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Micron $MU capex and spending outlook:
Expects 2026 capex above $25B, with construction-related capex increasing by over $10B year-over-year in fiscal 2027. Higher equipment spend and meaningfully increased R&D investments also planned for FY27.
DRAM and NAND bit demand in 2026
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Micron Technology $MU Q2 Revenue Surges To $23.86B Vs $19.94B Est As Adj EPS Hits $12.20 Vs $9.21 Est And Net Income Reaches $13.79B Guides Q3 Revenue $33.50B Vs $23.80B Est With Adj EPS $19.15 Vs $11.70 Est, Sees 81% Gross Margin
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