G9 QLC NAND SSD

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SSD Demand Aids Micron's NAND Growth: Can the Momentum Continue?
ZACKS· 2025-07-28 23:01
Key Takeaways Micron's NAND revenues hit $2.2B in Q3 FY25, up 16% QoQ, led by a 20%+ rise in bit shipments.Record SSD market share in client and data center segments boosted MU's NAND performance.New G9 QLC SSDs and tight NAND supply are expected to support pricing and margins in FY25.Micron Technology’s (MU) NAND revenues grew 16% quarter over quarter to $2.2 billion in the third quarter of fiscal 2025. The strong sequential growth in NAND revenues was mainly driven by a mid-20% increase in bit shipments. ...