micron's earnings: a key indicator for nvidia and tsmc investors
Chicago, Monday, 22 September 2025.
zacks analyst blog highlights micron’s upcoming earnings report, which could significantly impact nvidia, tsmc, and western digital. micron’s fourth-quarter fiscal 2025 results are expected on september 23, 2025. the consensus estimate for micron’s top line revenue is $11.1 billion, a 43.3% year-over-year increase. the consensus mark for micron’s bottom line has been revised upward to $2.87 per share, a 143.2% improvement year-over-year. investors are keenly watching micron’s performance as a bellwether for the semiconductor industry.
micron’s earnings expectations
Micron Technology projects fiscal fourth-quarter revenues to be $10.7 billion, plus or minus $300 million [1]. The Earnings ESP (Expected Surprise Prediction) for Micron is +3.08%, with the Most Accurate Estimate at $2.96 per share and the Zacks Consensus Estimate at $2.87 per share [1]. Micron currently holds a Zacks Rank #1, indicating a strong buy [1]. These factors suggest positive investor sentiment heading into the earnings release.
stock performance and analyst recommendations
Micron Technology shares have already rallied 100.7% year-to-date, significantly outperforming the Zacks Computer – Integrated Systems industry’s growth of 41.1% [1]. The Zacks Analyst Blog has recommended acquiring MU stock [1]. Zacks’ top stock-picking strategies have historically shown average gains of +48.4%, +50.2%, and +56.7% per year, compared to the S&P’s average gain of +7.7% [1]. This further reinforces the potential for continued stock appreciation.
tsmc’s advanced technology and apple’s ai initiatives
Taiwan Semiconductor Manufacturing Company (TSMC) is making strides in advanced manufacturing processes, with 2nm process technology expected to begin mass production this year [4]. Apple will likely be a major early client, securing nearly half of the initial production capacity [4]. Apple is also investing heavily in AI data centers, with an expected investment of 30 billion yuan, including a dedicated investment of 1.65 billion yuan [5]. These advancements are likely to boost TSMC’s revenue.
implications for nvidia and broader market
NVIDIA’s performance is also tied to these developments, as Micron’s earnings and TSMC’s technological advancements often reflect broader trends in the semiconductor industry [1][4]. In 2024, AI data centers generated 6.243 billion yuan in revenue, marking a 14.2% growth rate, and accounted for 22% of total revenue [5]. Projections for 2025 estimate that Apple will account for 25% of AI data center revenue, with NVIDIA following at 11% [5]. Investors should monitor these trends for potential shifts in market share and revenue distribution.