Micron's Q4 was as strong as everyone says. Revenue was $54.23B, up 31% on the prior quarter and 379% on last year, clearing the top of management's own $49 to $51B range. Full year revenue was $133.2B, Q1 is guided to $61.5B at an 86.25% gross margin, but roughly $1B of that quarter's costs come from a capitalised staff bonus and new fab startup, so the underlying margin is closer to 88%. HBM was locked into contracts priced a year ago and reprices higher from January, which should lift the Clo
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