Things I find most interesting:
- WW DRAM capacity will not exceed levels reached in ’08 (Slide 72). This says a lot about the PC business.
- WW NAND capacity will exceed DRAM capacity in Q1 ’13 (Slide 73). This speaks to the smartphone/tablet trends and the adoption of SSDs in the enterprise.
- Everything about the Embedded Solutions Group (starts on slide 25) -- Automotive!
Micron Summer Analyst Presentation (PDF Download)