# Micron: Don't Fear Chinese Memory Competition

> Micron's DRAM guidance outperforms Chinese rivals despite yield pressures.
- Title: Micron: Don't Fear Chinese Memory Competition · Seekingalpha
- Summary: Micron's DRAM guidance outperforms Chinese rivals despite yield pressures. Micron projects $61.5 billion sales and 86.25% gross margins for fiscal Q1 2027…
- Keywords: micron, cxmt, drum, fiscal q1 2027, autonomous agentic computing, seahawks, money, business, Don't, Fear, Chinese, Memory
- Source: Seekingalpha — https://seekingalpha.com/article/4955143-micron-dont-fear-chinese-memory-competition
- Author: Oakoff Investments
- Published: 2026-10-19T13:00:00+00:00
- Read time: 1 min
- Topics: micron, cxmt, drum, fiscal q1 2027, autonomous agentic computing, seahawks, money, business
## Micron shares pullback
Micron shares experienced sharp pullbacks driven by macroeconomic yield pressures, local Taiwan union voting, and competitive fears surrounding Chinese DRAM developments.
## China DRAM competition
I view the 'China panic' as overdone, with CXMT likely lagging in specs, qualifications, and yields versus established peers.
## Advanced memory production
Advanced high-bandwidth memory production consumes 3-4x more silicon wafer area than standard DDR5, restricting industry supply and protecting pricing.
## Fiscal Q1 2027 guidance
Fiscal Q1 2027 corporate guidance projects $61.5 billion in sales alongside exceptional 86.25% gross margins, serving as an annual baseline floor.
## Key takeaway

Micron projects $61.5 billion sales and 86.25% gross margins for fiscal Q1 2027, outpacing Chinese DRAM competitors.