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MU Micron
Memory · NASDAQ · 한국어 페이지
DRAM, HBM and NAND made in Hiroshima and Taiwan, assembled in Malaysia. US imports of Taiwanese memory track revenue most directly (grade A).
Current-quarter revenue estimate
Quarter ending Dec 2026 · reports Dec 23, 2026
Our estimate
$71.0B
$63.2B–$78.8B
vs a year ago
+421%
vs consensus
+15%
Medium confidence · within ±5% in 7 of 9 backtested quarters, average error 3.7%. Model: Trade data cross-checked with company guidance (Korea Customs Service).
Key supply-chain flow
US imports of Taiwanese DRAM (>1GB) · to Aug 2026
+679%last 3 months vs a year earlier · small base a year ago, read with care
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Korea DRAM exports Korea Customs Service | Price benchmark | A Direct link | 0.98 | Sep 2026 |
Korea multi-component IC exports (incl. HBM) Korea Customs Service | Price benchmark | A Direct link | 0.91 | Sep 2026 |
US imports of Taiwanese memory ICs (incl. HBM) US Census Bureau | Company shipments | A Direct link | 0.90 | Aug 2026 |
US imports of SSDs US Census Bureau | End demand | A Direct link | 0.89 | Aug 2026 |
US imports of DRAM (>1GB) US Census Bureau | End demand | A Direct link | 0.86 | Aug 2026 |
US imports of Taiwanese DRAM (>1GB) US Census Bureau | Company shipments | A Direct link | 0.84 | Aug 2026 |
Memory IC exports from Kure (Hiroshima) Japan MOF trade stats (e-Stat) | Production shipments | D Weak link | -0.23 | Sep 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.