Micron (MU): FY25 Q3 earnings call, Jun 25, 2025
No Kalshi or Polymarket word markets were listed for Micron’s Jun 25, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).
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10 matches for “GPU”; 5 quoted, at least 25 words apart.
…that Micron's HBM3E 36-gigabyte 12-high has been designed into AMD's Instinct MI355X GPU platform. We are now shipping HBM in high volume to 4 customers,…
…there some sort of limit or like asymptote that we begin to reach in terms of HBM attached to these GPUs and these custom ASICs?
…closely with our customers as their platforms, AI accelerated platforms, both with GPUs as well as with ASICs, are continuing to evolve and move fast.…
…also, when you look at -- broadly speaking, is there a difference in HBM bits and margin profile between selling to GPU versus ASIC customers?
…well. And with respect to your question on the margin difference for GPU versus ASIC, of course, HBM commands high value, whether it's in GPU…
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