Friday, August 26, 2011

Micron 2011 Summer Analyst Conference

Earlier this week Micron held their Summer Analyst Conference. As always, there’s some interesting data in their presentation. The first link sends you to a document that is 77 slides long so you might want to peruse it in the off hours.

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)

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