1. Micron's data center revenue surged 4X YoY and 40% sequentially in Q1-FY25, contributing 55% of consolidated revenue. 2. High Bandwidth Memory (HBM) revenue doubled sequentially, with a TAM projection growing from $16B in CY24 to $30B in CY25. 3. Q1-FY25 DRAM revenue reached $6.4B, increasing 87% YoY and 20% sequentially.
Related Articles
- Marvell's Soaring Potential Amid Favorable Winds?10 months ago
- Micron confirms memory price hikes as AI and data center demand surges4 months ago
- Meta's Valuation Doesn't Add Up4 months ago
- China's AI data center boom goes bust: Rush leaves billions of dollars in idle infrastructure4 months ago
- Lululemon Q4 2024 Earnings Update4 months ago
- Palantir: It's Like Nvidia In 2022 (Rating Upgrade)4 months ago
- Mapping Licensing for Virtualization is Cool Now4 months ago
- Advanced Oscilloscopes For 1.6T Optical Transceiver Testing4 months ago
- Nvidia Is About To Explode: Buy The Dip Or Regret It Forever4 months ago
- Grab: A Great International Diversification Play (Rating Upgrade)4 months ago