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   Micron's AI-era rise: record FY2026 Q4, HBM gap and US fab buildout

   A Silicon Valley 101 article republished by TMTPost traces Micron from a dental-clinic basement in Boise, Idaho, to the only US company among the three big memory makers. It reports that on September 30 Micron posted record fiscal 2026 fourth-quarter revenue of $54.23 billion with an 80.7% operating margin, and full-year fiscal 2026 revenue of $133.2 billion, up 256% year over year, attributing the surge to AI-driven memory demand. The article says Micron remains the smallest of the three by revenue and capacity; citing SemiAnalysis estimates, it says Micron's HBM output is about one-third that of SK hynix and Samsung, and most production is still in Asia. It plans more than $250 billion of US investment through 2035 and about 40% of DRAM capacity in the US, though the first Boise phase is expected only around 2027. It also describes a public clash with Apple over rising memory prices and notes Micron is the only US company mass-producing advanced HBM.

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