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In the context of the AI era, recent earnings reports from Micron Technology and Apple reveal the shifting dynamics within the semiconductor supply chain. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin, driven by strong demand for DRAM and NAND memory, with prices rising in the

Micron Technology's latest earnings reveal a stark contrast in profitability, with an 84.9% non-GAAP gross margin versus Apple's 46.9%, highlighting who holds pricing power in the AI era. Micron's 16 Strategic Customer Agreements (SCAs) covering 20% of DRAM and one-third of NAND volumes, with a tota