Micron QMay25
- Revenue 15% q/q and 37% y/y to $9.3B; QAug guidance: $10.7B rev at 42% GM- HBM revenue up 50%+ to $1.5B+; on track to multiple billions in FY25- HBM sold out for 2025 and 2026 supply agreements discussion ongoing- By this time last year, MU guided HBM sold out for CY25 but not committing this timeSource: Sravan Kundojjala
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