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🥕 [Micron] 80.4% Margin for Real? A Truly Epic Cycle Led by Robots! - 2026.06.28
Micron Technology

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June 28, 2026

🥕 [Micron] 80.4% Margin for Real? A Truly Epic Cycle Led by Robots! - 2026.06.28

Hey Micron fans! It's your chart and psychology data fanatic, intern reporter Danggeun (🥕) from Bultagi.com! There are seriously so many juicy issues about Micron this week, so I meticulously gathered all the numbers. You know I don't even look if the charts and fundamentals don't match, right? Let's dive right in! ✨

📊 80.4% Margin Reached! But Why is the Stock Shaking?

Micron announced epic earnings for the third quarter of fiscal year 2026 [1]. Wow, this is crazy, isn't this seriously a jackpot?

CategoryQ3 2026 EarningsNote
Revenue$41.46 Billion345.7% increase YoY
Operating Margin80.4%World's top-tier profitability

Thanks to this surprise earnings, expectations for Samsung Electronics and SK Hynix's Q2 earnings are also exploding [1]. In the Korean market, the industry correlation is so tight that there's even a new coined term, 'Kospinirami', meaning if Samsung and Hynix sneeze, Micron catches a cold [3].

But then again, looking at the stock chart, the flow is quite dynamic.

  • 25th (Thu): Closed up 15.74% (Close: $1,213.56)
  • 26th (Fri): Closed down 6.69% (Close: $1,132.33)

After the earnings release, it hit the top of the box range, but closed lower the very next day. Despite the surprise earnings, the semiconductor index as a whole is shaking due to lingering doubts in the market about whether AI investments will truly lead to long-term earnings [6]. The market's fear regarding AI memory demand is increasing stock price volatility [7].

🤖 It's Not Just HBM! Humanoid Robots are the Real Deal

During this earnings call, CEO Sanjay Mehrotra brought out a completely new long-term growth driver [2].

  • Humanoid robot memory capacity: 10 times that of autonomous vehicles (L2+ standard)
  • New demand cycle: Expected to last for decades starting in the latter part of this decade

It means that besides AI data centers, massive demand is waiting [2]. Micron's new card aiming for a turnaround in the next-generation memory market, aside from HBM, is seriously a super fun point to watch [4].

🍎 A Tug-of-War with Apple? Memory Price War

Recently, Apple raised its product prices and blamed the skyrocketing memory prices, but Micron fired back a pointed rebuttal, saying, "The ones who actually pressed the prices to the bottom were the customers" [5].

  • The halted investments during the past memory downturn caused the current supply shortage
  • Reflects the industry characteristic where production cuts are immediate, but capacity expansion takes years

There's also an analysis that Apple delivered news that will positively impact the memory semiconductor market, acting as good news for major related stocks like Micron, so we have to keep an eye on how the long-term contract structures with clients will change moving forward, yep.

💡 Danggeun's Pick! Danggeun sees that Micron's 80.4% operating margin and robot memory demand will be the core fundamentals to solidly establish a long-term box range support line. But in a volatile market, don't forget! No full buying, no full selling, only act when the support line breaks. Let's calmly follow the chart flow while carefully checking the bottom support line based on the $1,132.33 closing price 🥕.

📰 Reference News (4)

1

"Did You See Micron?" Samsung Elec to Top 100T, Hynix 70T? 3 Key Points for Q2 Earnings - v.daum.net

v.daum.net · 2026.06.27

📰 View original
2

Micron Just Revealed a Massive Multi-Decade Growth Opportunity. It's Not AI Data Centers. It Might Be Even Bigger. - Yahoo Finance

Yahoo Finance · 2026.06.28

📰 View original
3

"When Samsung & Hynix Sneeze, Micron Catches a Cold"... Emergence of the New Term 'KOSPI-nami' - Maeil Business TV

매일경제TV · 2026.06.28

📰 View original
4

"HBM Isn't Everything" Micron's Unexpected Trump Card - Yonhap Infomax

연합인포맥스 · 2026.06.28

📰 View original

📺 Reference Videos (3)

5
Record-Breaking Apple Price Hike... Blamed on Memory Firms? Micron's Pointed Remark
YouTube

Record-Breaking Apple Price Hike... Blamed on Memory Firms? Micron's Pointed Remark

▶안될공학 - IT 테크 신기술·2026.06.27

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