Micron 2Q23 revenue was $3.7 billion, down 53% Y/Y
• revenue composition: DRAM 74%, NAND 24% NAND: 1.176/232L represent over 90% of NAND bit production 2.Micron 2400 as the only 176L QLC SSD qualified at OEMs.
• revenue by BU: compute & networking (21%↓ Q/Q) > mobile (44%↑ Q/Q) > embedded (14%↓ Q/Q) > storage (25%↓ Q/Q) compute & networking: cloud going down while consumer being stable embedded: automotive markets were relatively stable compared to industrial and consumer ones
Global output drops to a new low compared to 2022, especially mobile RAM supply, while PC DRAM production is recovered slightly.
NAND Sufficiency: NAND Flash stock level rises slightly in May yet is expected to drop significantly in Q3.
Price Trend: NAND Flash price trend drops a bit in response to rising stock level, keeping approaching contracts low.
3D TLC (BiCS3)
We encourage you to migrate to BiCS4 and BiCS5
|3D TLC (BiCS4)||●||▂|
|3D TLC (BiCS5)||●||▼|
● Smooth supply ● Tight supply ▂ Flat ▲ Upward trend ▼ Downward trend
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