Micron and Qualcomm Forecast Strong AI‑Driven Revenue Growth in 2026 Bloomberg Interview

Micron – In a 48‑minute Bloomberg interview released June 25, 2026, Micron highlighted that AI‑driven memory demand is expected to lift its fiscal‑year revenue by double‑digit percentages, citing recent client orders for data‑center modules.

Qualcomm – The same broadcast reported Qualcomm’s forecast that AI chipset shipments will grow 30 % year‑over‑year, driven by smartphone and automotive partners integrating its Snapdragon AI platform into next‑generation devices.

Bloomberg – Analysts on the program noted the combined outlook signals a broader industry shift, projecting that AI‑related semiconductor sales could add $5 billion to global chip market revenue by the end of 2026.

Industry analysts – Commentators warned that while the forecasts are optimistic, they depend on sustained AI workload expansion and supply‑chain stability, urging investors to monitor semiconductor capacity utilization and emerging competition from rival firms.