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Micron CEO reveals how $11.32 billion revenue beat sparked his 'record-breaking' prediction

Reading time: 2 min • Sep 25, 2025, 05:42 AM (UTC)

Key Points

  • Micron's Q4 revenue surged to $11.32 billion, heavily driven...

When Micron's CEO calls 2025 a "record-breaking year" after pulling in $11.32 billion in Q4 revenue, you know someone's been paying attention to their AI homework. Turns out, betting on artificial intelligence wasn't just trendy talk - it's now paying the bills, and then some.

Memory Lane Just Got More Expensive

Micron Technology has become the cool kid at the semiconductor cafeteria, thanks largely to AI's voracious appetite for high-bandwidth memory (HBM) and DRAM. Over 50% of their revenue now comes from feeding AI data centers - which is like being the only pizza place near a college...

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