Key Takeaways MU's HBM revenue topped $1B in Q2 FY25, boosted by AI and data center demand. MU's 2025 EPS estimate rose 12.1$7.77, signaling 497.69% year-over-year growth. AMD's Data Center revenues jumped 57.2% in Q1 2025, driven by EPYC and Instinct GPU demand.Advanced Micro Devices (AMD) and Micron Technology (MU) are major players in the semiconductor industry. AMD is primarily known for producing CPUs, GPUs, and other integrated circuits, while Micron Technology specializes in memory and storage ...