Micron Technology Q2 Earnings Call Highlights

Chief Business Officer Sumit Sadana framed the decision around demand, saying Micron is seeing “very robust demand for NAND” driven by data center growth and AI servers requiring both high-capacity and high-performance SSDs. He highlighted Micron’s claim that it is the first company to have a PCIe Gen6 SSD in the market and said demand for those products has been strong, including in configurations used with NVIDIA systems. Sadana said Micron’s supply is “nowhere close” to meeting the demand it sees “for th ...