$MU Is Quietly Dominating the AI Flash Storage Boom
The NAND segment generated $12.1B in revenues in LTM, for $Micron Technology(MU)$ about 21% of total revenues!
Similar to DRAM, the NAND segment has also experienced stratospheric AI-driven growth, with revenues growing by an incredible 169% in Q1 2026.
As AI data centers are increasingly moving away from previous-generation hard disk drives and toward all-flash storage to speed up data access, Micron has released several products to support this trend:
- 245TB 6600 ION SSD: This is the highest-capacity data center drive available, allowing for a massive reduction in the number of server racks needed for storage.
- 122TB E3.S SSD: This drive offers 67% more server rack density than previous form factors and 37% better energy efficiency than using multiple hard drives.
- G9 NAND: Micron’s latest NAND technology provides the high speeds necessary for AI data lakes and vector databases.
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