Micron's AI Memory Dominance Is Just Beginning
Micron Technology, Inc. is experiencing significant growth in its AI memory segment. The company has projected quarterly revenue of $33.5 billion and gross margins of approximately 81%. This growth is attributed to a surge in DRAM pricing and increased demand for NAND products.
- ▪Micron guided for $33.5 billion in quarterly revenue and ~81% gross margins.
- ▪DRAM pricing surged 65%-67% sequentially.
- ▪NAND demand has strengthened, indicating structural AI-driven supply shortages.
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