1 week ago
5
Jorge Aragon
Fri, April 24, 2026 astatine 11:43 AM CDT 8 min read
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Micron (MU) reported Q1 FY26 gross of $13.6B (21% QoQ, 57% YoY) with information halfway accounting for 60% of full revenue, portion the institution is investing $100B successful a New York megafab operational by 2030 and $20B successful FY26 capex to seizure AI representation demand. Applied Optoelectronics (AAOI) delivered FY25 gross of $455.7M (83% YoY growth) with information halfway gross accelerating to $195M annually, and absorption projects $4B+ gross for FY27 portion expanding laser capableness 350% by extremity of 2027 to proviso optical connectivity for AI infrastructure.
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Agentic AI adoption is driving exponential token depletion maturation (estimated astatine 32-50 trillion monthly/daily) that requires monolithic increases successful memory, storage, and optical interconnection capacity, positioning some Micron’s HBM chips and Applied Optoelectronics’ transceivers and lasers arsenic captious bottleneck solutions successful information halfway buildout.
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In this article, I volition research the awesome FY25 maturation of Micron and Applied Optoelectronics. These companies could widen during FY26 and beyond their bull run, owed to their competitory advantages, AI expenditure tailwinds and their wide presumption successful the analyzable worth concatenation of precocious spot manufacturing.
Micron is an American semiconductor company, focused connected representation products. The company’s offering is divided into 3 main categories: memory, retention and multichip packages solutions. For the past 50 years, the institution has invested heavy successful R&D, consistently prioritizing powerfulness ratio and miniaturization crossed each of its merchandise lines. In fact, its archetypal product, a 64 kb DRAM chip, succeeded successful the chaotic representation marketplace from the ’80s owed to its chip's tiny signifier factor.
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Indeed, Micron’s beardown absorption connected R&D concern has made it a starring rival passim its history. To beryllium precise, successful 2022 the institution had astir 50,000 patents which by 2025 accrued by 20% to 60,000. Today, Micron is much applicable than ever, and stands acceptable to seizure the AI buildout capex expected successful the coming years. It is worthy mentioning that lone 3 companies successful the satellite person the capableness to proviso the captious 4th procreation of HBM chips to Nvidia ($NVDA), Micron being 1 of them. Not lone that, but its products besides widen to the past generations of RAM and retention for information centers, which close present relationship for astir 60% of its revenue.
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