-
Posted by
Two Blokes Jun 26 -
Filed in
Stock
-
4 views
Micron Technology, Inc. Q3 '25 report confirmed that it's all about DRAM, and that's a good thing with DRAM content growing substantially with AI servers and benefiting from an upcoming PC refresh cycle. Management is guiding for their HBM share to match their DRAM market share, which means roughly 24.3% of the market. Better pricing should continue to support gross margins, which expanded this quarter sequentially.
