Micron forecasts low-single-digit percentage growth for PC market units in 2025.

Micron forecasts low-single-digit percentage growth for PC market units in 2025.

Micron Technology (MU) is set to release its fiscal 2025 third-quarter earnings on June 25. The semiconductor giant has experienced significant growth this year, with its stock price surging by about 46% since the start of 2025. This momentum is largely driven by increased demand for its memory chips and storage products in both data center and consumer markets [1].

Micron's leadership in high-bandwidth memory (HBM) and low-power DRAM, coupled with its strategic investments in these areas, positions it well to capitalize on the growing demand for advanced memory solutions. The company's ability to supply high-volume, low-power DRAM for data centers gives it a competitive edge in this fast-growing market [1].

Analysts remain optimistic about Micron's prospects. The company is expected to report third-quarter revenue of approximately $8.8 billion, a 30% increase from the same period last year. This growth is anticipated to be driven by higher shipments of DRAM and NAND memory products, particularly as AI infrastructure demands more high-performance chips [1].

Micron's HBM sales have been particularly strong, with quarterly revenue crossing the $1 billion mark in the last quarter. The company's strategic ramp-up in HBM is paying off, and it is expanding its manufacturing capacity to meet anticipated demand through 2026. This expansion will solidify Micron's market positioning and drive its financial performance [1].

Despite the strong momentum in the data center market, Micron is also well-positioned to benefit from growth in the PC market. However, the company has forecast low-single-digit percentage growth for PC market units in 2025. This is due to the competitive landscape and the impact of the global economic slowdown on consumer spending [1].

In summary, Micron is poised to deliver solid growth in its third-quarter results, driven by strong demand for its memory products and strategic investments in high-bandwidth memory. While the PC market may not contribute as significantly to growth in 2025, Micron's leadership in advanced memory solutions positions it well for long-term gains.

References:
[1] https://www.barchart.com/story/news/33003718/microns-q3-earnings-in-focus-should-you-buy-mu-stock-before-june-25