Micron Technology's MU DRAM revenues grew 47.3% year over year in the second quarter of fiscal 2025 to $6.12 billion. The DRAM segment, which accounted for a whopping 76% of the company’s top line, is ...
Micron Technology's MU Dynamic Access Random Memory (DRAM) revenues grew 51% year over year in the third quarter of fiscal 2025 to $7.1 billion. The DRAM segment, which accounted for a whopping 76% of ...
Micron has benefited from AI-driven DRAM demand and Nvidia HBM3E certification, but faces intensifying competition as Samsung nears certification. The company’s datacenter business is booming, but ...
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to ...
Micron's HBM supply is already sold out, but competitive threats in HBM4 production loom large. Read why I rate MU stock a ...
The company said SOCAMM2 extends the capabilities of Micron’s first-to-market LPDRAM SOCAMM, which Micron said delivers 50 percent more capacity in the same footprint. Building on a five-year ...
AI is causing a memory shortage. Why producers aren’t rushing to make a lot more. The world needs a lot more memory chips and ...
The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and ...