Micron Technology(US:MU) 智通财经网·2025-08-11 13:49Core Viewpoint - Micron Technology (MU.US) significantly raised its Q4 FY2025 guidance due to improved DRAM pricing conditions, indicating a potential positive cycle in the memory chip market [1] Group 1: Company Performance - Micron's stock opened over 5% higher at $124.30 [1] - The company raised its revenue forecast for Q4 FY2025 to $11.1 billion to $11.3 billion, up from previous estimates [1] - Gross margin guidance was increased to 44% to 45%, compared to the prior range of 41% to 43% [1] - Adjusted earnings per share for Q4 are expected to be between $2.78 and $2.92 [1] Group 2: Industry Insights - The improvement in DRAM pricing conditions reflects a better supply-demand balance in the memory market [1] - Enhanced DRAM pricing creates a more favorable pricing environment for the entire memory chip industry [1] - This change may signal the beginning of a positive cycle for historically cyclical memory chip pricing [1]