Micron Technology, Inc. Reports Results for the Fourth Quarter and Full Year of Fiscal 2025

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- ZeRoCoOlZeRoCoOl
  ·09-25
  current value probably already priced in future outlook[Smug]
  Micron Forecasts First-Quarter Revenue Above Estimates on AI Demand
  Micron Technology forecast first-quarter revenue above market estimates on Tuesday.
  Micron Forecasts First-Quarter Revenue Above Estimates on AI Demand
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- ZeRoCoOlZeRoCoOl
  ·09-25
  current value probably already priced in future outlook[Smug]
  Micron Forecasts First-Quarter Revenue Above Estimates on AI Demand
  Micron Technology forecast first-quarter revenue above market estimates on Tuesday.
  Micron Forecasts First-Quarter Revenue Above Estimates on AI Demand
  702 Comment
  2
  Share
  Report

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Reports Results for the Fourth Quarter and Full Year of Fiscal 2025","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","isFinancial":true,"allList":[{"id":482216307585472,"gmtCreate":1758759038787,"gmtModify":1758759042827,"author":{"id":"3580887198114940","authorId":"3580887198114940","name":"ZeRoCoOl","avatar":"https://static.tigerbbs.com/765f5ee2c912615ba5335eeffc60c0b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580887198114940","idStr":"3580887198114940"},"themes":[],"htmlText":"current value probably already priced in future outlook[Smug]&nbsp;&nbsp;","listText":"current value probably already priced in future outlook[Smug]&nbsp;&nbsp;","text":"current value probably already priced in future outlook[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482216307585472","repostId":"2569456027","repostType":2,"repost":{"id":"2569456027","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1758701428,"share":"https://ttm.financial/m/news/2569456027?lang=en_US&edition=fundamental","pubTime":"2025-09-24 16:10","market":"us","language":"en","title":"Micron Forecasts First-Quarter Revenue Above Estimates on AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2569456027","media":"Reuters","summary":"Micron Technology forecast first-quarter revenue above market estimates on Tuesday.","content":"<html><head></head><body><p>Sept 23 (Reuters) - <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> forecast first-quarter revenue above market estimates on Tuesday, betting on booming demand for artificial intelligence hardware to boost sales of its advanced memory chips as a race to dominate AI tech intensifies.</p><p>Micron shares rose 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2da54e4ce382f3d2f6b4b2e729d9286e\" tg-width=\"891\" tg-height=\"834\"/></p><p>Efforts to build the most sophisticated AI models and expand the data center infrastructure that they run on have boosted demand for Micron&#39;s high-bandwidth memory chips, or HBM.</p><p style=\"text-align: start;\">Much of the competition among the world&#39;s largest memory suppliers — Micron, SK Hynix and Samsung — has centered on becoming a key HBM supplier to Nvidia, owing to the world&#39;s most valuable company&#39;s dominant market position.</p><p>Micron supplies HBM for some of Nvidia&#39;s semiconductors.</p><p>In the fourth quarter, Micron&#39;s HBM revenue grew to nearly $2 billion, implying an annualized run rate of nearly $8 billion, CEO Sanjay Mehrotra said on a post-earnings call.</p><p>HBM — a type of dynamic random access memory — involves stacking chips vertically to reduce power consumption, helping process large volumes of data, making it invaluable in AI development.</p><p>Micron forecast first-quarter sales of $12.50 billion, plus or minus $300 million, compared with the analysts&#39; average estimate of $11.94 billion, according to data compiled by LSEG.</p><p>Micron expects to lock in deals to sell out all of its HBM chips for calendar year 2026 in the coming months, having secured pricing agreements with almost all customers for most HBM3E chips, while discussing deals regarding the more advanced HBM4, Mehrotra said.</p><p>&#34;We expect Micron to be one of the biggest beneficiaries of AI in the semiconductor industry,&#34; he said, reiterating a remark the company made in 2024.</p><p>TSMC will also be a partner for manufacturing the base logic die for Micron&#39;s latest HBM4E for both customized products and off-the-shelf iterations.</p><p>Latest developments in HBM technology have progressed to custom constructions, making it difficult to switch between memory providers and upping the stakes for Micron as it tries to elbow SK Hynix out of Nvidia designs.</p><h2 id=\"id_2421744400\" style=\"text-align: start;\">MARGIN BOOST</h2><p>Micron also forecast adjusted gross margin of 51.5%, far above estimates of 45.9%.</p><p>&#34;The significantly higher gross margin outlook was the key criteria for investors,&#34; said Kinngai Chan, an analyst at Summit Insights. &#34;Pricing is better than expected.&#34;</p><p>After months of inventory corrections, analysts have pointed to improved pricing across the spectrum of memory chips.</p><p>Micron recorded adjusted earnings of $3.03 per share in the fourth quarter, beating estimates.</p><p>The company was also allotted a $6.2 billion government subsidy under former U.S. President Joe Biden&#39;s CHIPS and Science Act, which U.S. Commerce Secretary Howard Lutnick is looking to rework into equity stakes in the chipmakers, similar to a historic deal with Intel, Reuters has reported.</p><p>In the fourth quarter, Micron received a CHIPS grant disbursement after completing a key construction milestone for its Idaho manufacturing fab, Mehrotra said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Forecasts First-Quarter Revenue Above Estimates on AI Demand</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Forecasts First-Quarter Revenue Above Estimates on AI Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-09-24 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 23 (Reuters) - <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> forecast first-quarter revenue above market estimates on Tuesday, betting on booming demand for artificial intelligence hardware to boost sales of its advanced memory chips as a race to dominate AI tech intensifies.</p><p>Micron shares rose 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2da54e4ce382f3d2f6b4b2e729d9286e\" tg-width=\"891\" tg-height=\"834\"/></p><p>Efforts to build the most sophisticated AI models and expand the data center infrastructure that they run on have boosted demand for Micron&#39;s high-bandwidth memory chips, or HBM.</p><p style=\"text-align: start;\">Much of the competition among the world&#39;s largest memory suppliers — Micron, SK Hynix and Samsung — has centered on becoming a key HBM supplier to Nvidia, owing to the world&#39;s most valuable company&#39;s dominant market position.</p><p>Micron supplies HBM for some of Nvidia&#39;s semiconductors.</p><p>In the fourth quarter, Micron&#39;s HBM revenue grew to nearly $2 billion, implying an annualized run rate of nearly $8 billion, CEO Sanjay Mehrotra said on a post-earnings call.</p><p>HBM — a type of dynamic random access memory — involves stacking chips vertically to reduce power consumption, helping process large volumes of data, making it invaluable in AI development.</p><p>Micron forecast first-quarter sales of $12.50 billion, plus or minus $300 million, compared with the analysts&#39; average estimate of $11.94 billion, according to data compiled by LSEG.</p><p>Micron expects to lock in deals to sell out all of its HBM chips for calendar year 2026 in the coming months, having secured pricing agreements with almost all customers for most HBM3E chips, while discussing deals regarding the more advanced HBM4, Mehrotra said.</p><p>&#34;We expect Micron to be one of the biggest beneficiaries of AI in the semiconductor industry,&#34; he said, reiterating a remark the company made in 2024.</p><p>TSMC will also be a partner for manufacturing the base logic die for Micron&#39;s latest HBM4E for both customized products and off-the-shelf iterations.</p><p>Latest developments in HBM technology have progressed to custom constructions, making it difficult to switch between memory providers and upping the stakes for Micron as it tries to elbow SK Hynix out of Nvidia designs.</p><h2 id=\"id_2421744400\" style=\"text-align: start;\">MARGIN BOOST</h2><p>Micron also forecast adjusted gross margin of 51.5%, far above estimates of 45.9%.</p><p>&#34;The significantly higher gross margin outlook was the key criteria for investors,&#34; said Kinngai Chan, an analyst at Summit Insights. &#34;Pricing is better than expected.&#34;</p><p>After months of inventory corrections, analysts have pointed to improved pricing across the spectrum of memory chips.</p><p>Micron recorded adjusted earnings of $3.03 per share in the fourth quarter, beating estimates.</p><p>The company was also allotted a $6.2 billion government subsidy under former U.S. President Joe Biden&#39;s CHIPS and Science Act, which U.S. Commerce Secretary Howard Lutnick is looking to rework into equity stakes in the chipmakers, similar to a historic deal with Intel, Reuters has reported.</p><p>In the fourth quarter, Micron received a CHIPS grant disbursement after completing a key construction milestone for its Idaho manufacturing fab, Mehrotra said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global 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demand for artificial intelligence hardware to boost sales of its advanced memory chips as a race to dominate AI tech intensifies.Micron shares rose 2% in premarket trading.Efforts to build the most sophisticated AI models and expand the data center infrastructure that they run on have boosted demand for Micron's high-bandwidth memory chips, or HBM.Much of the competition among the world's largest memory suppliers — Micron, SK Hynix and Samsung — has centered on becoming a key HBM supplier to Nvidia, owing to the world's most valuable company's dominant market position.Micron supplies HBM for some of Nvidia's semiconductors.In the fourth quarter, Micron's HBM revenue grew to nearly $2 billion, implying an annualized run rate of nearly $8 billion, CEO Sanjay Mehrotra said on a post-earnings call.HBM — a type of dynamic random access memory — involves stacking chips vertically to reduce power consumption, helping process large volumes of data, making it invaluable in AI development.Micron forecast first-quarter sales of $12.50 billion, plus or minus $300 million, compared with the analysts' average estimate of $11.94 billion, according to data compiled by LSEG.Micron expects to lock in deals to sell out all of its HBM chips for calendar year 2026 in the coming months, having secured pricing agreements with almost all customers for most HBM3E chips, while discussing deals regarding the more advanced HBM4, Mehrotra said.\"We expect Micron to be one of the biggest beneficiaries of AI in the semiconductor industry,\" he said, reiterating a remark the company made in 2024.TSMC will also be a partner for manufacturing the base logic die for Micron's latest HBM4E for both customized products and off-the-shelf iterations.Latest developments in HBM technology have progressed to custom constructions, making it difficult to switch between memory providers and upping the stakes for Micron as it tries to elbow SK Hynix out of Nvidia designs.MARGIN BOOSTMicron also forecast adjusted gross margin of 51.5%, far above estimates of 45.9%.\"The significantly higher gross margin outlook was the key criteria for investors,\" said Kinngai Chan, an analyst at Summit Insights. \"Pricing is better than expected.\"After months of inventory corrections, analysts have pointed to improved pricing across the spectrum of memory chips.Micron recorded adjusted earnings of $3.03 per share in the fourth quarter, beating estimates.The company was also allotted a $6.2 billion government subsidy under former U.S. President Joe Biden's CHIPS and Science Act, which U.S. Commerce Secretary Howard Lutnick is looking to rework into equity stakes in the chipmakers, similar to a historic deal with Intel, Reuters has reported.In the fourth quarter, Micron received a CHIPS grant disbursement after completing a key construction milestone for its Idaho manufacturing fab, Mehrotra said.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":482216307585472,"gmtCreate":1758759038787,"gmtModify":1758759042827,"author":{"id":"3580887198114940","authorId":"3580887198114940","name":"ZeRoCoOl","avatar":"https://static.tigerbbs.com/765f5ee2c912615ba5335eeffc60c0b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580887198114940","authorIdStr":"3580887198114940"},"themes":[],"htmlText":"current value probably already priced in future outlook[Smug]&nbsp;&nbsp;","listText":"current value probably already priced in future outlook[Smug]&nbsp;&nbsp;","text":"current value probably already priced in future outlook[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482216307585472","repostId":"2569456027","repostType":2,"repost":{"id":"2569456027","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1758701428,"share":"https://ttm.financial/m/news/2569456027?lang=en_US&edition=fundamental","pubTime":"2025-09-24 16:10","market":"us","language":"en","title":"Micron Forecasts First-Quarter Revenue Above Estimates on AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2569456027","media":"Reuters","summary":"Micron Technology forecast first-quarter revenue above market estimates on Tuesday.","content":"<html><head></head><body><p>Sept 23 (Reuters) - <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> forecast first-quarter revenue above market estimates on Tuesday, betting on booming demand for artificial intelligence hardware to boost sales of its advanced memory chips as a race to dominate AI tech intensifies.</p><p>Micron shares rose 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2da54e4ce382f3d2f6b4b2e729d9286e\" tg-width=\"891\" tg-height=\"834\"/></p><p>Efforts to build the most sophisticated AI models and expand the data center infrastructure that they run on have boosted demand for Micron&#39;s high-bandwidth memory chips, or HBM.</p><p style=\"text-align: start;\">Much of the competition among the world&#39;s largest memory suppliers — Micron, SK Hynix and Samsung — has centered on becoming a key HBM supplier to Nvidia, owing to the world&#39;s most valuable company&#39;s dominant market position.</p><p>Micron supplies HBM for some of Nvidia&#39;s semiconductors.</p><p>In the fourth quarter, Micron&#39;s HBM revenue grew to nearly $2 billion, implying an annualized run rate of nearly $8 billion, CEO Sanjay Mehrotra said on a post-earnings call.</p><p>HBM — a type of dynamic random access memory — involves stacking chips vertically to reduce power consumption, helping process large volumes of data, making it invaluable in AI development.</p><p>Micron forecast first-quarter sales of $12.50 billion, plus or minus $300 million, compared with the analysts&#39; average estimate of $11.94 billion, according to data compiled by LSEG.</p><p>Micron expects to lock in deals to sell out all of its HBM chips for calendar year 2026 in the coming months, having secured pricing agreements with almost all customers for most HBM3E chips, while discussing deals regarding the more advanced HBM4, Mehrotra said.</p><p>&#34;We expect Micron to be one of the biggest beneficiaries of AI in the semiconductor industry,&#34; he said, reiterating a remark the company made in 2024.</p><p>TSMC will also be a partner for manufacturing the base logic die for Micron&#39;s latest HBM4E for both customized products and off-the-shelf iterations.</p><p>Latest developments in HBM technology have progressed to custom constructions, making it difficult to switch between memory providers and upping the stakes for Micron as it tries to elbow SK Hynix out of Nvidia designs.</p><h2 id=\"id_2421744400\" style=\"text-align: start;\">MARGIN BOOST</h2><p>Micron also forecast adjusted gross margin of 51.5%, far above estimates of 45.9%.</p><p>&#34;The significantly higher gross margin outlook was the key criteria for investors,&#34; said Kinngai Chan, an analyst at Summit Insights. &#34;Pricing is better than expected.&#34;</p><p>After months of inventory corrections, analysts have pointed to improved pricing across the spectrum of memory chips.</p><p>Micron recorded adjusted earnings of $3.03 per share in the fourth quarter, beating estimates.</p><p>The company was also allotted a $6.2 billion government subsidy under former U.S. President Joe Biden&#39;s CHIPS and Science Act, which U.S. Commerce Secretary Howard Lutnick is looking to rework into equity stakes in the chipmakers, similar to a historic deal with Intel, Reuters has reported.</p><p>In the fourth quarter, Micron received a CHIPS grant disbursement after completing a key construction milestone for its Idaho manufacturing fab, Mehrotra said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Forecasts First-Quarter Revenue Above Estimates on AI Demand</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Forecasts First-Quarter Revenue Above Estimates on AI Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-09-24 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 23 (Reuters) - <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> forecast first-quarter revenue above market estimates on Tuesday, betting on booming demand for artificial intelligence hardware to boost sales of its advanced memory chips as a race to dominate AI tech intensifies.</p><p>Micron shares rose 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2da54e4ce382f3d2f6b4b2e729d9286e\" tg-width=\"891\" tg-height=\"834\"/></p><p>Efforts to build the most sophisticated AI models and expand the data center infrastructure that they run on have boosted demand for Micron&#39;s high-bandwidth memory chips, or HBM.</p><p style=\"text-align: start;\">Much of the competition among the world&#39;s largest memory suppliers — Micron, SK Hynix and Samsung — has centered on becoming a key HBM supplier to Nvidia, owing to the world&#39;s most valuable company&#39;s dominant market position.</p><p>Micron supplies HBM for some of Nvidia&#39;s semiconductors.</p><p>In the fourth quarter, Micron&#39;s HBM revenue grew to nearly $2 billion, implying an annualized run rate of nearly $8 billion, CEO Sanjay Mehrotra said on a post-earnings call.</p><p>HBM — a type of dynamic random access memory — involves stacking chips vertically to reduce power consumption, helping process large volumes of data, making it invaluable in AI development.</p><p>Micron forecast first-quarter sales of $12.50 billion, plus or minus $300 million, compared with the analysts&#39; average estimate of $11.94 billion, according to data compiled by LSEG.</p><p>Micron expects to lock in deals to sell out all of its HBM chips for calendar year 2026 in the coming months, having secured pricing agreements with almost all customers for most HBM3E chips, while discussing deals regarding the more advanced HBM4, Mehrotra said.</p><p>&#34;We expect Micron to be one of the biggest beneficiaries of AI in the semiconductor industry,&#34; he said, reiterating a remark the company made in 2024.</p><p>TSMC will also be a partner for manufacturing the base logic die for Micron&#39;s latest HBM4E for both customized products and off-the-shelf iterations.</p><p>Latest developments in HBM technology have progressed to custom constructions, making it difficult to switch between memory providers and upping the stakes for Micron as it tries to elbow SK Hynix out of Nvidia designs.</p><h2 id=\"id_2421744400\" style=\"text-align: start;\">MARGIN BOOST</h2><p>Micron also forecast adjusted gross margin of 51.5%, far above estimates of 45.9%.</p><p>&#34;The significantly higher gross margin outlook was the key criteria for investors,&#34; said Kinngai Chan, an analyst at Summit Insights. &#34;Pricing is better than expected.&#34;</p><p>After months of inventory corrections, analysts have pointed to improved pricing across the spectrum of memory chips.</p><p>Micron recorded adjusted earnings of $3.03 per share in the fourth quarter, beating estimates.</p><p>The company was also allotted a $6.2 billion government subsidy under former U.S. President Joe Biden&#39;s CHIPS and Science Act, which U.S. Commerce Secretary Howard Lutnick is looking to rework into equity stakes in the chipmakers, similar to a historic deal with Intel, Reuters has reported.</p><p>In the fourth quarter, Micron received a CHIPS grant disbursement after completing a key construction milestone for its Idaho manufacturing fab, Mehrotra said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global 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demand for artificial intelligence hardware to boost sales of its advanced memory chips as a race to dominate AI tech intensifies.Micron shares rose 2% in premarket trading.Efforts to build the most sophisticated AI models and expand the data center infrastructure that they run on have boosted demand for Micron's high-bandwidth memory chips, or HBM.Much of the competition among the world's largest memory suppliers — Micron, SK Hynix and Samsung — has centered on becoming a key HBM supplier to Nvidia, owing to the world's most valuable company's dominant market position.Micron supplies HBM for some of Nvidia's semiconductors.In the fourth quarter, Micron's HBM revenue grew to nearly $2 billion, implying an annualized run rate of nearly $8 billion, CEO Sanjay Mehrotra said on a post-earnings call.HBM — a type of dynamic random access memory — involves stacking chips vertically to reduce power consumption, helping process large volumes of data, making it invaluable in AI development.Micron forecast first-quarter sales of $12.50 billion, plus or minus $300 million, compared with the analysts' average estimate of $11.94 billion, according to data compiled by LSEG.Micron expects to lock in deals to sell out all of its HBM chips for calendar year 2026 in the coming months, having secured pricing agreements with almost all customers for most HBM3E chips, while discussing deals regarding the more advanced HBM4, Mehrotra said.\"We expect Micron to be one of the biggest beneficiaries of AI in the semiconductor industry,\" he said, reiterating a remark the company made in 2024.TSMC will also be a partner for manufacturing the base logic die for Micron's latest HBM4E for both customized products and off-the-shelf iterations.Latest developments in HBM technology have progressed to custom constructions, making it difficult to switch between memory providers and upping the stakes for Micron as it tries to elbow SK Hynix out of Nvidia designs.MARGIN BOOSTMicron also forecast adjusted gross margin of 51.5%, far above estimates of 45.9%.\"The significantly higher gross margin outlook was the key criteria for investors,\" said Kinngai Chan, an analyst at Summit Insights. \"Pricing is better than expected.\"After months of inventory corrections, analysts have pointed to improved pricing across the spectrum of memory chips.Micron recorded adjusted earnings of $3.03 per share in the fourth quarter, beating estimates.The company was also allotted a $6.2 billion government subsidy under former U.S. President Joe Biden's CHIPS and Science Act, which U.S. Commerce Secretary Howard Lutnick is looking to rework into equity stakes in the chipmakers, similar to a historic deal with Intel, Reuters has reported.In the fourth quarter, Micron received a CHIPS grant disbursement after completing a key construction milestone for its Idaho manufacturing fab, Mehrotra said.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}