MU vs Samsung vs SK Hynix

“DDR4 and LP4, right, that's in that 10% approximately range of revenue for the remainder of fiscal year. And we do have long life cycle products that we support for the different segments”

“in the server market, we will increase sales of our enhanced HBM3E products as well as high-density DDR5 modules such as 128 gigabyte and higher”

“During the first quarter, we also experienced rising demand for DDR5-based 96-gigabyte models. And this year, we anticipate continued growth in demand for high-capacity DIMMs for AI model development and inference workloads.”

“customers have been doing that with consistency, and that's what gives us the confidence for a very strong ramp ahead”

“HBM sales decreased quarter-on-quarter caused by impacts of export control on AI chips and deferred demand in anticipation of the upcoming enhanced HBM3E products”

“we think that the process choices we've made are -- this demonstrates that we have a scalable process and that it's going to be able -- we're going to be able to transition it to the 12-high as we move -- transition our capacity towards that ramp”

“For HBM4 development is underway in accordance with customer project time lines with mass production set for the second half as planned. Customer HBMs, which has been driving great interest from the industry is also under discussions with multiple clients for their HBM4 or 4E-based projects.”

“NAND would be down meaningfully”

“as server asset demand weaken, bit growth decreased by about 10% compared to the previous quarter. But we slightly exceeded our bit guidance, which was projected at the previous earnings call due to additional purchase demand arising from the perceptions that the market price had reached a bottom”

“we are shipping to these customers at a rate that is lower than their ship out because they are consuming DRAM and NAND at a faster rate than they're purchasing from us and from the industry”

“memory inventory for PC and mobile has been normalized earlier than anticipated, because of the stimulated demand -- domestic demand in China in the first quarter, we expect the demand to continue its momentum”

“clients have been deferring demand ahead of the planned launch of our enhanced HBM products. And together with the impact of export controls on AI chips, this led to a gap in HBM demand”

“With the expansion of protectionist policies such as tariff regulations and export restrictions, it has become more challenging than ever before to predict future market conditions.”

“we have seen a pushout of the PC refresh cycle that our customers had been anticipating, we had been anticipating. And it's not like the refresh cycle won't happen. It will happen in 2025. It just been a little bit delayed.”

“The announcement that our company ranked first in the DRAM market in Q1 2025, both in terms of profitability and revenue, reflects that our portfolio strategies that focused on highly profitable AI memory was well executed.”