DRAM Demand Powers Micron's Growth: Can it Sustain Momentum?

Key Takeaways MU's DRAM revenues hit $6.12B in Q2, up 47.3% Y/Y, driven by strong demand across AI and data center markets. HBM revenues rose 50% sequentially to over $1B, fueled by AI workload demand and power-efficient memory chips. MU is building a new DRAM fab in Boise with $6.1B in CHIPS Act support to meet sustained market demand.Micron Technology's (MU) DRAM revenues grew 47.3% year over year in the second quarter of fiscal 2025 to $6.12 billion. The DRAM segment, which accounted for a whopping 76% ...