uploads///A_Semiconductors_MU high value NAND solutions

Micron Expands Its High-Value NAND Offerings


Nov. 20 2020, Updated 2:24 p.m. ET

Micron’s MLC NAND

Micron Technology (MU) has attained cost leadership in the NAND (negative AND) market, and it continues to invest in advanced nodes to maintain its leadership position. At the same time, it’s focusing on increasing the cells per NAND.

At Micron’s 2018 Investor Day, its head of technology development, Scott DeBoer, stated that the company has always been focused on MLC (multi-level cell) NAND. It has increased the mix of TLC (triple-level cell) NAND from the single digits in 2013 to 80% in the fiscal second quarter of 2018. Micron also launched the industry’s first QLC (quad-level cell) in collaboration with Intel (INTC).

Article continues below advertisement

Micron’s high-value NAND solutions

Micron is also focusing on high-value NAND solutions to mitigate the impact of falling NAND prices. At its 2018 Investor Day, Micron’s chief business officer, Sumit Sadana, stated that the company has focused its NAND product mix on SSDs (solid-state drive) and managed NAND, increasing their contribution from 21% in 2013 to ~40% in 2017. It expects to increase the share of these high-value solutions to 80% by 2021.

Client and cloud and enterprise NAND solutions

Sadana stated that Micron is increasing its market coverage by expanding its product offerings in both the client and cloud and enterprise spaces. It has already increased its share in the client and enterprise SATA SSDs and is now developing NVME (non-volatile memory host) products for clients and the cloud space. These products are expected to launch later this year.

Managed NAND

Sadana stated that in the managed NAND space, Micron has more than doubled its market share in just one year with its MCP (multi-chip packaging) offerings, and it’s now launching discrete NAND solutions.

Overall, Micron expects memory market demand to continue to increase and supply growth to moderate in the coming four years. During this time, it’s strengthening its market position by focusing on cost leadership and high-value solutions in both DRAM and NAND.

Check out all the data we have added to our quote pages. Now you can get a valuation snapshot, earnings and revenue estimates, and historical data as well as dividend info. Take a look!


More From Market Realist

    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.