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Micron Bets on G9 NAND SSDs: Is it the Next Growth Catalyst?
Micron TechnologyMicron Technology(US:MU) ZACKS·2025-09-18 16:36

Key Takeaways Micron's NAND revenues rose 16% in Q3 fiscal 2025 to 2.2B,boostingitsSSDmarketsharetorecordhighs.NewG9NANDSSDsincludethe9650PCIeGen6,6600IONwith122TBcapacity,and7600Gen5models.LimitedNANDsupplyin2025couldsupporthigherprices,aidingMU′smarginsandrevenuemomentum.MicronTechnology(MU)isbettingbigonmemorystorageasadriverofitsnextphaseofgrowth.Inthethirdquarteroffiscal2025,Micron’sNANDrevenuesgrew162.2B, boosting its SSD market share to record highs.New G9 NAND SSDs include the 9650 PCIe Gen6, 6600 ION with 122TB capacity, and 7600 Gen5 models.Limited NAND supply in 2025 could support higher prices, aiding MU's margins and revenue momentum.Micron Technology (MU) is betting big on memory storage as a driver of its next phase of growth. In the third quarter of fiscal 2025, Micron’s NAND revenues grew 16% year over year to 2.2 billion, ...