Micron's AI-driven DRAM sales are strong, but NAND segment faces challenges.

From Nasdaq: 2025-06-24 09:08:00

Micron Technology, Inc. will report its third-quarter fiscal 2025 results on June 25, with expectations high due to AI investments. The DRAM business is thriving, with projected revenues of $7 billion, a 49.2% YoY growth. Micron’s tech partnerships, especially with NVIDIA, are strengthening its position in the AI market.

Micron’s AI-driven DRAM sales are expected to soar in the third quarter, boosted by high demand for memory solutions in AI systems. The company’s mass production of HBM3E for NVIDIA’s next-gen AI chips is a major revenue driver. Micron’s strong ties with tech giants position it well in the high-performance computing space.

While Micron’s DRAM business is flourishing, the NAND segment faces challenges. Oversupply and weak pricing in the NAND market are impacting profitability. Despite slight price improvements, NAND margins are unlikely to see significant growth. This could offset DRAM gains and limit overall earnings growth in the third quarter.



Read more at Nasdaq: Will Micron’s AI-Fueled DRAM Surge Offset NAND Challenges in Q3?