Micron's DRAM revenue expected to surge due to AI demand, but weak NAND prices may offset.

From Zacks Investment Research: 2025-06-24 10:20:00

Micron Technology is expected to report third-quarter fiscal 2025 results with DRAM revenues reaching $7 billion, up 49.2% year over year due to AI-driven demand. Micron benefits from partnerships with NVIDIA, AMD, and Marvell in the AI infrastructure market, but weak NAND pricing may limit overall earnings growth. Micron’s DRAM segment is thriving on the demand for high-performance memory solutions driven by AI applications. The company’s collaborations with major tech players like NVIDIA, AMD, and Marvell strengthen its position in the AI market. However, the weak NAND market may offset the gains from DRAM and impact overall earnings growth in the third quarter.



Read more at Zacks Investment Research: Will Micron’s AI-Fueled DRAM Surge Offset NAND Challenges in Q3? – June 24, 2025