Micron – NAND & DRAM Dynamics, 2022 Growth Outlook & Cost Drivers

  • Public Equity
  • TMT
  • Europe


Former senior executive at Micron


  • Micron’s (NASDAQ: MU) revenue growth outlook and gross margin considerations
  • NAND and DRAM supply-demand dynamics and competitive landscape, highlighting Intel (NASDAQ: INTC), Samsung (KRX: 005930), SK Hynix (KRX: 000660) and Western Digital (NASDAQ: WDC)
  • Capacity expansion and utilisation trends
  • Pricing trends and competitive dynamics


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