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)