摩根大通：美国硬件_半导体行业专家评论

Joshua Meyers - Specialist Sales - US TMT AC (1-617) 310 0767 joshua.meyers@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales 25 June 2025 J P M O R G A N XXXXX Joshua Meyers +1 617 310 0767 joshua.meyers@jpmorgan.com MU Buyside Bars (TODAY ~4pm, 4:30pm call)Harlan Sur's own bullish Earnings Preview is also here. | MU | F3Q25 | F3Q25 | F3Q25 | F4Q25 | F4Q25 | F4Q25 | DRAM ASP | NAND ASP | Your '25 HBM | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Rev ($b) | GM (%) ...