Di Yi Cai Jing·2025-11-06 03:58Core Viewpoint - The price increase of HBM4 has positively impacted Micron Technology's stock, which rose by 8.93% to $237.50, marking a significant year-to-date increase of 183.01% [1][2] Group 1: Stock Performance - Micron Technology's stock reached a historical high of $239.88 during trading, with a 52-week high of $237.62 and a low of $61.44 [1][2] - The stock has shown a substantial increase of 183.01% year-to-date, reflecting strong market performance driven by AI trends [1][3] Group 2: Financial Performance - For the fourth fiscal quarter of 2025, Micron reported revenues of $11.32 billion, a 46% year-over-year increase, with a gross margin of 45.7% [3] - The company expects combined revenue from HBM, high-capacity DIMM memory, and low-power server DRAM to reach $10 billion in fiscal 2025, more than five times the previous fiscal year [3] Group 3: Market Trends - The demand for storage solutions is being driven by the growth of AI servers and devices, with increased needs for various types of DRAM, including HBM and low-power DRAM [4] - Analysts predict a significant increase in DRAM prices, with a forecasted 25% rise in the fourth quarter compared to the third quarter, marking the highest quarterly increase since the 1990s [3]