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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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Micron's strong 3Q FY2025 results and upbeat 4Q guidance point to accelerating growth and margin expansion, fueled by surging AI-driven demand for HBM and DRAM. Management raised its FY2025 DRAM bit growth outlook to the high-teens percentage range, up from mid-teens last quarter. Current AI capex and hyperscaler demand support a bullish outlook through FY2026, with HBM growth set to outpace DRAM next year.
