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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 expected to be constrained by supply, with tight conditions continuing beyond 2026.
Singapore advanced packaging facility for HBM on track to contribute meaningfully to HBM supply in 2027.
FSMN@faststocknewss
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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