Micron Technology · 2025-03-20
Micron Technology (MU) Q2 FY2025财报发布：AI 内存需求、HBM、毛利率与现金流是主线
Micron reported fiscal Q2 2025 revenue of $8.05B.; HBM revenue crossed the $1B milestone in fiscal Q2.; Non-GAAP diluted EPS was $1.56, with non-GAAP gross margin near 37.9%.; The company framed the next quarter around stronger AI demand and tight supply.
Micron reported fiscal Q2 2025 revenue of $8.05B.
HBM revenue crossed the $1B milestone in fiscal Q2.
Non-GAAP diluted EPS was $1.56, with non-GAAP gross margin near 37.9%.
The company framed the next quarter around stronger AI demand and tight supply.
已披露数据
MU 这季真正改变的是定价权
Micron reported fiscal Q2 2025 revenue of $8.05B.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
HBM revenue crossed the $1B milestone in fiscal Q2.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
Non-GAAP diluted EPS was $1.56, with non-GAAP gross margin near 37.9%.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
The company framed the next quarter around stronger AI demand and tight supply.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
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