Micron Technology Inc
MUQ2 2023Estimated0% AI
AI Revenue %
0%
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Micron FQ3 FY2023 (ended Jun 1, 2023). Revenue: $3,752M. CNBU: $1,389M. Memory downturn continuing with negative gross margins (-17.8%). Enterprise and cloud server = 20% of 9-month revenue. HBM products were in development/qualification stage. AI demand was building in the market but had not yet translated into material Micron HBM shipments. No specific HBM or AI revenue disclosed in the filing. Ring 1 AI revenue = $0 / $3,752M = 0.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $3,752M for quarter ended June 1, 2023
10-Q filed 2023-06-01, Consolidated Statements of Operations
CNBU revenue $1,389M
10-Q filed 2023-06-01, Segment Data
Enterprise and cloud server 20% of nine-month revenue
10-Q filed 2023-06-01, Certain Concentrations
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix