Companies/Micron/product line
scalingproduct line

Automotive and Embedded (AEBU)

Revenue rose to $15.89 billion in fiscal 2026 from $4.75 billion; fiscal Q4 revenue was $6.82 billion.

MU market data

The numbers

AEBU revenue$15.89 billion (about 12% of FY2026 revenue)FY2026 · +235% vs $4.75 billion in FY2025 · source ↗
AEBU revenue$6.82 billionfiscal Q4 2026 · +376% vs $1.43 billion in fiscal Q4 2025 · source ↗

What it is

The business unit for memory in cars, industrial equipment and other embedded products. Its customers tend to buy on longer contracts than phone or PC makers.↗ source

Why it matters to the stock. AEBU is the smallest unit but the steadiest in the cycle. It is a check on how much of the upturn is pure AI demand.

News

Micron declares $0.15 quarterly dividend payable July 21, 2026

Micron's board declared a quarterly cash dividend of $0.15 per share alongside the fiscal Q3 results.

Capital

Micron repurchases $650 million of stock in first half of fiscal 2026

Micron's fiscal Q2 release shows $650 million of repurchases under its repurchase program for the six months ended February 26, 2026.

Capital