Micron Technology Inc
MUQ3 2023Estimated0% AI
AI Revenue %
0%
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Micron FQ4 FY2023 / full year FY2023 (ended Aug 31, 2023). FY2023 total revenue: $15,540M. Q4 implied: $15,540M - $11,530M = $4,010M. CNBU FY2023: $5,710M. Enterprise and cloud server = 15% of FY2023 revenue (down from 20% in FY2022). HBM3E was in qualification with customers during this period. The filing does not disclose any specific HBM or AI-related revenue. Memory downturn was bottoming out. Ring 1 AI revenue = $0 / $4,010M = 0.0%.
Analyzed by claude-opus-4-6
Quoted Figures
FY2023 total revenue $15,540M
10-K filed 2023-08-31, Segment Note
CNBU FY2023 revenue $5,710M
10-K filed 2023-08-31, Segment Note
Enterprise and cloud server 15% of FY2023 revenue
10-K filed 2023-08-31, Certain Concentrations
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
HBM3E (in qualification, not yet shipping in volume)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix