Record Data Center DRAM Revenue
Data center DRAM revenue reached a new record in fiscal Q2, supported by strong demand for high-capacity DRAM modules and LPDRAM.
HBM Revenue Growth
HBM revenue grew more than 50% sequentially, reaching over $1 billion in quarterly revenue, with shipments ahead of plans.
Advancements in DRAM Technology
Launched 1-gamma node with significant improvements: 20% lower power, 15% better performance, and over 30% improvement in bit density compared to 1-beta DRAM.
Capital Investments and Facility Expansion
Broke ground on an HBM advanced packaging facility in Singapore and completed a construction milestone for a new DRAM fab in Idaho.
Strong Financial Performance
Fiscal Q2 revenue was $8.1 billion, up 38% year-over-year. DRAM revenue increased by 47% year-over-year.
Positive Outlook for Fiscal Q3
Expected record revenue in fiscal Q3 driven by shipment growth in both DRAM and NAND, with projected revenue of $8.8 billion.