[Earnings Review] Micron's Record Quarter Driven by AI Demand and Strategic Investments

AI tailwinds, HBM dominance, and U.S. manufacturing bets reset the memory cycle narrative for Micron

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Jul 01, 2025

∙ Paid

Micron Technology (NASDAQ: MU) posted record-breaking results in Q3 FY2025, fueled by accelerating AI infrastructure demand and pricing strength across key memory segments.

Revenue reached $9.3 billion, a 37% increase year-over-year and 15% sequentially, setting a new quarterly high. Gross margin expanded to 39.1%, reflecting pricing strength in DRAM and…

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