The outlook for the DRAM market is looking grim, at least for PC enthusiasts; not so much for Micron, which announced record revenues in DRAM and NAND in its first earnings call since data-analytics-id=”inline-link” href=”https://www.tomshardware.com/pc-components/dram/micron-is-killing-crucial-ssds-and-memory-in-ai-pivot-company-refocuses-on-hbm-and-enterprise-customers” data-mrf-recirculation=”inline-link” data-before-rewrite-localise=”https://www.tomshardware.com/pc-components/dram/micron-is-killing-crucial-ssds-and-memory-in-ai-pivot-company-refocuses-on-hbm-and-enterprise-customers”>killing its Crucial consumer brand. In the call, where Micron detailed its financials for the first quarter of fiscal 2026, CEO, Chairman, and President Sanjay Mehrotra doubled down on what the data-analytics-id=”inline-link” href=”https://www.tomshardware.com/pc-components/dram/the-ram-pricing-crisis-has-only-just-started-team-group-gm-warns-says-problem-will-get-worse-in-2026-as-dram-and-nand-prices-double-in-one-month” data-mrf-recirculation=”inline-link” data-before-rewrite-localise=”https://www.tomshardware.com/pc-components/dram/the-ram-pricing-crisis-has-only-just-started-team-group-gm-warns-says-problem-will-get-worse-in-2026-as-dram-and-nand-prices-double-in-one-month”>rest of the memory industry has been saying – DRAM shortages will persist beyond 2026.
In the first fiscal quarter, Micron…
