Micron Technology Inc
MUQ1 2023Estimated0% AI
AI Revenue %
0%
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Micron FQ2 FY2023 (ended Mar 2, 2023). Revenue: $3,693M. CNBU: $1,375M. Deep memory downturn with negative gross margins (-32.7%). $1,430M inventory write-down. Enterprise and cloud server = 20% of 6-month revenue. HBM was still a nascent product with minimal shipments. AI datacenter demand for HBM had not yet materialized into revenue. No AI-specific products or revenue disclosed. Ring 1 AI revenue = $0 / $3,693M = 0.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $3,693M for quarter ended March 2, 2023
10-Q filed 2023-03-02, Consolidated Statements of Operations
CNBU revenue $1,375M
10-Q filed 2023-03-02, Segment Data
Provision to write-down inventories to net realizable value ($1,430M)
10-Q filed 2023-03-02, Segment Data Unallocated
Enterprise and cloud server 20% of six-month revenue
10-Q filed 2023-03-02, Certain Concentrations
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix