# # # Micron’s latest quarter is basically a snapshot of how the AI era is reshaping the memory business. Out of about $41.5B in total sales, roughly one‑third comes from cloud memory ($13.77B), with another 28% each from core data center and mobile/client (~$11.52B each), and the remaining 11% from automotive and embedded (~$4.63B)—meaning more than half of Micron’s revenue now ties directly to data‑center demand. For everyday investors, the takeaway is that Micron isn’t just “PC and phone chips” anymore; it’s becoming a core supplier to AI infrastructure—cloud servers, high‑bandwidth memory for GPUs, and car/edge systems—so its fortunes are increasingly linked to how fast AI data centers scale, not just the old boom‑bust cycles of generic DRAM. 0 사회초년생에게 돈이되는 꿀팁 모음 https://sorilovelylife.blogspot.com/2019/08/blog-post_25.html 미국투자 시 알아두면 좋은 사이트 https://sorilovelylife.blogspot.com/2020/08/blog-post_25.html 재밌고, 유익한 책 모음 https://sorilovel...