Micron Technology(US:MU) 是说芯语·2025-10-20 13:43Core Viewpoint - Micron Technology has announced its exit from the data center server chip business in China, while continuing to supply chips for the automotive and smartphone sectors in the Chinese market [1][3]. Group 1: Business Impact - Micron's revenue from mainland China was approximately $3.4 billion, accounting for 12% of its total global revenue in the last fiscal year [3]. - The business segment being exited is the "server chip" sector, which includes critical storage components such as DRAM and SSD [3]. - Micron is one of the "big three" in the global DRAM market, alongside Samsung and SK Hynix, controlling over 90% of the market share [3]. Group 2: Financial Performance - For the fourth quarter of fiscal year 2025, Micron reported revenues of $11.32 billion, a 46% increase year-over-year [4]. - The total revenue for fiscal year 2025 reached $37.378 billion, with the cloud storage business (CMBU) generating $4.543 billion, a significant year-over-year growth of 213.5% [4]. - High Bandwidth Memory (HBM), used for AI data processing, is one of Micron's most profitable products [4].