Micron Technology Inc
MUQ4 2023Estimated0% AI
AI Revenue %
0%
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Micron FQ1 FY2024 (ended Nov 30, 2023). Revenue: $4,726M. CNBU: $1,737M. Recovery beginning (revenue up 16% QoQ). Enterprise and cloud server = 15% of quarterly revenue. HBM3E was still in qualification with lead customers. The filing mentions HBM in the definitions section as 'a stacked DRAM technology optimized for memory-bandwidth intensive applications' but does not disclose any HBM-specific revenue or shipment volumes. The 10-Q narrative discusses recovery driven by 'deployment of artificial intelligence' improving demand, but no specific AI revenue is quantified. Ring 1 AI revenue = $0 / $4,726M = 0.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $4,726M for quarter ended November 30, 2023
10-Q filed 2023-11-30, Consolidated Statements of Operations
CNBU revenue $1,737M
10-Q filed 2023-11-30, Segment Data
Enterprise and cloud server 15% of quarterly revenue
10-Q filed 2023-11-30, 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)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix