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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