DRAM Demand Powers Micron Technology's Growth: Will the Momentum Last?

Key Takeaways Micron's DRAM revenue jumped 51% YoY to $7.1B in Q3, driven by AI, auto, and mobile market strength. HBM sales rose 50% sequentially, driving record DRAM revenue amid tight supply and low inventories. FY25 DRAM revenue is estimated to grow 59% YoY to$ 27.95B as high-value shipments gain traction.Micron Technology's (MU) Dynamic Access Random Memory (DRAM) revenues grew 51% year over year in the third quarter of fiscal 2025 to $7.1 billion. The DRAM segment, which accounted for a whopping 76% ...