Micron expects China's ban on company's infrastructure chips to impact revenue up to high-single digit percentage
• The company expects the combined direct and indirect sales through distributors to China headquartered companies to be about ¼ of their total revenue.
NAND Sufficiency: NAND Flash stock level is up by 2-3% comparing to May, yet is expected to fall significantly in Q3.
Price Trend: NAND Flash price continues to trend low and continues to fall to contract lows.
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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