llien
Member
It's boom time in Micron flash and DRAM land with increased revenue expectations for the current quarter. And it has hired a new CFO.
The guidance for Micron's second fiscal 2018 quarter, which ends March 1, is now for revenues between $7.2bn and $7.35bn. The earlier expectation was $6.8bn to $7.2bn. This is a $275m rise at the midpoint, which could be attributed to the great pricing environment for flash and DRAM – from a supplier's point of view.
Demand for flash and DRAM has benefitted all the foundry operators – Micron (and Intel), Samsung, SK Hynix, Toshiba and WDC. Mehrotra has inherited this, giving him a comparatively easy ride revenue-wise at Micron.
The Register`
In other news, AMD complained about RAM shortages not allowing it to ramp up GPU production as much as they want.
The guidance for Micron's second fiscal 2018 quarter, which ends March 1, is now for revenues between $7.2bn and $7.35bn. The earlier expectation was $6.8bn to $7.2bn. This is a $275m rise at the midpoint, which could be attributed to the great pricing environment for flash and DRAM – from a supplier's point of view.
Demand for flash and DRAM has benefitted all the foundry operators – Micron (and Intel), Samsung, SK Hynix, Toshiba and WDC. Mehrotra has inherited this, giving him a comparatively easy ride revenue-wise at Micron.
The Register`
In other news, AMD complained about RAM shortages not allowing it to ramp up GPU production as much as they want.
