$Micron Technology(MU)$ the analyst adjusted his numbers for next quarter in November. I was comparing Micron’s guidance for this quarter to see how much revenue would need to increase to hit the analyst’s $8.49B, which is about $1B. Assuming MU hits this quarter’s number, I think MU will hit that November guidance number fairly easily. HBM will likely be $600M+ additional revenue , and DDR5 price increases were higher than expected.
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