Sandisk and Micron generate 80-cent gross profit per revenue dollar

9 articles · Updated · The Wall Street Journal · May 6

Their gross margins now far exceed historical levels, which ranged from single digits to about 60 cents on the dollar.
The surge reflects strong AI-driven demand, which is boosting pricing power and profitability for memory and chip manufacturers.
Such margins are unusually high for a capital-intensive industry, suggesting AI is reshaping economics that were previously far less lucrative.

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