Record-Breaking Revenue and Growth
Micron delivered record revenue in fiscal Q3 2025, with revenue reaching $9.3 billion, up 15% sequentially and 37% year-over-year.
Data Center Segment Surge
Data center revenue more than doubled year-over-year and reached a record level, driven by strong growth and share gains in HBM and robust performance by high-capacity DIMMs and low-power server DRAM products.
Strong Financial Performance
Gross margin reached 39%, up 110 basis points sequentially, and non-GAAP EPS was $1.91, a 22% sequential growth and over 200% increase year-over-year.
Strategic Investment Plans
Micron announced plans to invest approximately $200 billion in the U.S., including $150 billion in manufacturing and $50 billion in R&D over the next 20-plus years.
HBM and DRAM Technology Advancements
Micron made excellent progress on the 1-gamma DRAM technology node, achieving a 30% improvement in bit density, more than 20% lower power consumption, and up to 15% higher performance compared to 1-beta DRAM.
Record DRAM Revenue
DRAM revenue reached $7.1 billion, up 51% year-over-year, driven by a nearly 50% sequential increase in HBM revenue.