电子行业简评报告:美光发布FY25Q3财报 AI需求持续旺盛

首创证券
01 Jul

美光发布FY25Q3 财报,HBM 实现环比近50%增长。FY25Q3 公司实现收入93.01 亿美元,同比+36.56%,环比+15.50%;实现净利润18.85亿美元,同比+467.77%,环比+19.08%。其中,FY25Q3 公司HBM 产品环比增长约50%。公司大容量DIMM 和LP 服务器产品在2025 财年已共同创造了数十亿美元的收入,与去年同期相比实现5 倍增长。HBM3E 12H...

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