Micron Discloses Multi-Year ASML EUV Tool Supply Agreement for 1-Delta and Beyond

businesscompany-earningsaiai-infrastructureai-compute-chips 106 posts · 44 accounts

Among the details on Micron Technology's earnings call was a new multi-year ASML supply agreement for extreme ultraviolet, or EUV, tools, targeted at higher EUV adoption at 1-delta and beyond. The largest US maker of computer memory chips also reported fiscal third-quarter revenue of $41.46 billion versus analysts' $35.59 billion estimate and guided fourth-quarter revenue to $49 billion to $51 billion, above the $43.24 billion consensus.

Micron shares rose about 14% in extended trading. The company said its 1-gamma DRAM node is ramping well, next-generation DRAM and NAND nodes remain on track for volume production in the second half of 2027, and tight DRAM and NAND supply conditions should persist beyond calendar 2027 as AI-driven demand continues to exceed supply.

From the sources (25 posts)

@milkroadai

Today is Micron's earnings day and CEO Sanjay Mehrotra has been saying the same thing for months, memory is not a commodity anymore (Save this). But rather a strategic asset and the world does not have enough of it. His core argument star

@tradfi

*MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9% *MICRON TECHNOLOGY Q3 REVENUE USD 41,456 MILLION VS. IBES ESTIMATE USD 35,590 MILLION *MICRON TECHNOLOGY Q3 ADJUSTED EPS USD 25.11 VS. IBES ESTIMATE USD 20.6 $MU

@zerohedge

*MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B *MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%

@tradfi

*MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B $MU

@tradfi

*MICRON SEES 4Q ADJ GROSS MARGIN ABOUT 86%, EST. 83.6% $MU

@marketnews_feed

*MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9% *MICRON TECHNOLOGY Q3 REVENUE USD 41,456 MILLION VS. IBES ESTIMATE USD 35,590 MILLION *MICRON TECHNOLOGY Q3 ADJUSTED EPS USD 25.11 VS. IBES ESTIMATE USD 20.6 $MU ...

@wallstengine

$MU SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9% MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9% MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B *MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%

@zerohedge

*MICRON 3Q ADJ. REV. $41.46B, EST. $35.69B *MICRON 3Q ADJ EPS $25.11, EST. $20.49

@stockmktnewz

Micron $MU just said they expect to bring in $50 Billion of revenue next quarter with a ~86% gross margin

@wallstengine

$MU Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $41.46B (Est. $35.5B) 🟢 🔹 Adj. EPS: $25.11 (Est. $20.4) 🟢 🔹 Adj. Gross Margin: 84.9% (Est. 81.8%) 🟢 Q4 Guide: 🔹 Revenue: $50.0B ± $1.0B (Est. $43.4B) 🟢 🔹 Adj. EPS: $31.00 ± $1.00 (Est. $24.3) 🟢 🔹 G

@tradfi

*MICRON 3Q MOBILE AND CLIENT REV. $11.52B, EST. $9.73B $MU

@tradfi

*MICRON 3Q CORE DATA CENTER REV. $11.52B, EST. $6.8B $MU

@tradfi

*MICRON 3Q CLOUD MEMORY REV. $13.77B, EST. $10.69B $MU

@stocksavvyshay

$MU ABSOLUTELY CRUSHED THEIR EARNINGS • Revenue $41.5B vs Est. $35.5B • EPS $25.11 vs Est. $20.39 • Net Income $33.7B vs Est. $23.9B • Gross Margin 85% vs Est. 82% Q4 Guide • Revenue $50B vs Est. $43B • EPS $31.00 vs Est. $25.07 • Gross M

@stockmktnewz

MICRON $MU JUST REPORTED EARNINGS EPS of $25.11 beating expectations of $20.20🟢 Revenue of $41.5B beating expectations of $35B🟢

@tradfi

*MICRON TECHNOLOGY: EXPECT TIGHT CONDITIONS TO PERSIST BEYOND CALENDAR 2027 DUE TO AI-DRIVEN DEMAND ACROSS ALL SEGMENTS $MU

@kalshi

BREAKING: Micron beat Q2 earnings • EPS: $28.86 vs $20.20 est • Revenue: $41.5B vs $35B est $MU +4% after-hours

@zephyr_z9

Where are the memory FUD bois???

@firstsquawk

MICRON TECHNOLOGY Q3 RESULTS CRUSH ESTIMATES; Q4 GUIDANCE SMASHES WALL STREET FORECASTS • REVENUE: $41.46B VS $35.59B EST. • ADJ. EPS: $25.11 VS $20.60 EST. • NET INCOME: $28.24B • ADJ. NET INCOME: $28.86B • Q4 REVENUE GUIDANCE: $50.00B VS

@unusual_whales

BREAKING: Micron, $MU, earnings: - EPS: $25.11, est: $20 - Revenue: $41 billion, est: $35 billion

@gurgavin

MICRON JUST REPORTED EARNINGS *MICRON Q3 REV $41.45 BILLION VS. ESTIMATE USD $35.5 BILLION (BEAT ✅ ) *MICRON Q3 ADJUSTED EPS $25.11 VS. EST $20.6 (BEAT ✅ ) *MICRON SEES 4Q ADJ. REV. $50B, EST. $43.24B (BEAT ✅ ) *MICRON SEES 4Q ADJ EPS

@wallstengine

MICRON $MU: EXPECT TIGHT CONDITIONS TO PERSIST BEYOND CALENDAR 2027 DUE TO AI-DRIVEN DEMAND ACROSS ALL SEGMENTS

@thestalwart

*MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B

@thestalwart

$MU surging nearly 10% after hours

@negligible_cap

*MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B *MICRON SEES 4Q ADJ GROSS MARGIN ABOUT 86%, EST. 83.6% 86% gross margin guide. Insane - $MU

Market impact

62 medium

MU ASML SOXX SMH NVDA

Why it matters: Micron's huge Q3 beat and $50B Q4 guide with 86% gross margins plus "tight memory supply through 2027 on AI demand" resets memory pricing-power and AI-capex reads across semis, while the multi-year ASML EUV tool deal confirms leading-edge memory capex, lifting MU, ASML and the semi ETFs.

At publish time: Headline/facts alone: fiscal Q3 revenue $41.46B vs $35.59B est, Q4 guide $49-51B vs $43.24B est, and stated tight DRAM/NAND supply persisting beyond 2027 on AI demand, plus a multi-year ASML EUV supply agreement — a large beat-and-raise with explicit sector-supply read-through, not needing the reaction tweets.

model confidence: high

What happened next

1–2 weeks later

played out moved up

MU Q3 blowout, $50B Q4 guide; follow-ups confirm supply tightness past 2027-2030 plus $250B invest. Stock surged to $1T+ cap. Thesis held.

based on follow-up coverage

Follow-up coverage

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