By Alex Sirois
Publication Date: 2026-08-25 13:50:00
Quick Read
Broadcom’s AI orders exceeded $30B this quarter while Micron secured ~$100B in contracted memory revenue through five-year take-or-pay deals.
Micron’s HBM4 is ramping twice as fast as its predecessor, with DRAM prices jumping 60% sequentially and gross margins hitting a record 84.9%.
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Broadcom (NASDAQ:AVGO) and Micron Technology (NASDAQ:MU) delivered blockbuster quarters mapping onto the shift from AI training to inference and agentic workloads. Broadcom sells custom accelerators and networking silicon that stitch hyperscaler clusters together. Micron supplies the high-bandwidth memory those clusters need. Two different business models. One shared tailwind.
Custom Silicon Booms, Memory Prices Explode
Broadcom’s…
