Chip Shortage Will Be Tighter Through 2021: Micron CEO

The transcript discusses Micron's advancements in DRAM technology, including the 1A node, and the company's strategic investments during the pandemic to meet growing demand. It highlights the US government's focus on the semiconductor industry and Micron's global manufacturing footprint. The discussion also covers the sale of Micron's Utah plant, US-China semiconductor relations, and potential oversupply in the NAND industry. Micron emphasizes the importance of scale, cost competitiveness, and prudent CapEx management to maintain industry health.

What percentage of Micron's business is represented by DRAM?

What advanced DRAM technology node did Micron announce during the pandemic?

What are some of the end market segments that are driving demand for DRAM?

What is the significance of the chip summit called by President Biden?

Why is Micron selling its plant in Lehi, Utah?

How does the relationship between the US and China impact the semiconductor industry?

What measures does Micron plan to take to maintain the health of the NAND industry?