Micron QFeb25
- Revenue down -8% q/q and up +38% y/y to $8.1B ; GM down by 160bps q/q (vs few 100 bps down guidance); GM to be down in 3Q but to be up somewhat in 4Q- HBM revenue up 50%+ to $1B+; on track to multiple billions in FY25- HBM growth momentum, strong position in high profit segments, process lead and manufacturing execution are key drivers- Persistent NAND weakness, GM pressure, non-HBM DRAM declines, HBM yield ramps remain challengesSource: Sravan Kundojjala
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