Micron Technology(US:MU) Guan Cha Zhe Wang·2025-08-12 09:47Core Viewpoint - Micron Technology is halting the development of mobile NAND products globally due to ongoing weak financial performance in the mobile NAND market and slower growth compared to other NAND opportunities [1] Group 1: Company Actions and Financial Performance - Micron will stop future development of mobile NAND products, including the termination of UFS5 development, while continuing to support other NAND solutions such as SSDs and automotive NAND [1] - The company expects quarterly revenue of $11.2 billion, with a fluctuation of $100 million, up from a previous expectation of $10.7 billion with a fluctuation of $300 million [1] - Micron has raised its adjusted gross margin forecast for the fourth quarter to 44.5%, with a fluctuation of 0.5%, compared to a previous forecast of 42% with a fluctuation of 1% [1] Group 2: Market Position and Regional Revenue Distribution - Micron has been investing in the Chinese market for over 20 years, with offices in Beijing, Shanghai, Xi'an, and Shenzhen [2] - In fiscal year 2024, the revenue distribution shows that the United States is the largest market for Micron, contributing $13.17 billion, which accounts for 52.44% of total revenue [2] - Taiwan follows as the second-largest market with $4.71 billion, representing 18.75% of total revenue, while mainland China ranks third with $3.05 billion, accounting for 12.13% of total revenue [2]