Micron Technology reported fiscal fourth-quarter revenue of $54.23 billion, above the $51.07 billion market consensus, and forecast current-quarter revenue of $61.5 billion, also ahead of expectations. The results renewed optimism around South Korean chipmakers Samsung Electronics and SK hynix, whose shares rose 2.79% and 3.21%, respectively, after Micron’s earnings release. Analysts said continued AI infrastructure investment is lifting demand for high-bandwidth memory, conventional DRAM and NAND flash. Attention is turning to Samsung’s preliminary third-quarter results and the ramp-up of HBM4 shipments, while analysts expect AI inference, AI agents and application-specific integrated circuits to support the memory upcycle. With both companies’ shares already having risen sharply, investors are increasingly focused on how long the boom can last and whether buyback programs will continue supporting demand.