Micron Technology · 2025-03-20
Micron Technology (MU) Q2 FY2025財報發布：AI 記憶體需求、HBM、毛利率與現金流是主線
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.
已披露資料
MU 這季真正改變的是定價權
Micron reported fiscal Q2 2025 revenue of $8.05B.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
HBM revenue crossed the $1B milestone in fiscal Q2.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
Non-GAAP diluted EPS was $1.56, with non-GAAP gross margin near 37.9%.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
The company framed the next quarter around stronger AI demand and tight supply.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
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