| Micron Says it Received Licenses To Provide Support For Some Products For Huawei |
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| Reuters December 18, 2019 05:58:00 PM ET
Dec 18 (Reuters) - Huawei Technologies Co Ltd:
* MICRON- RECEIVED LICENSES THAT ENABLE CO TO PROVIDE SUPPORT FOR SOME PRODUCTS NOT SUBJECT TO ENTITY LIST RESTRICTIONS, QUALIFY NEW PRODUCTS FOR HUAWEI
* MICRON - DO NOT EXPECT LICENSES TO HAVE MATERIAL IMPACT ON REVENUE IN NEXT COUPLE OF QUARTERS
* MICRON, ON HUAWEI, SAYS IT WILL TAKE SOME TIME BEFORE QUALIFICATIONS ARE COMPLETED AND CONTRIBUTE TO REVENUE
* MICRON - FOR DRAM, SEES CY-20 INDUSTRY BIT DEMAND GROWTH OF MID-TEENS PERCENT RANGE, WITH INDUSTRY BIT SUPPLY GROWTH TO BE SOMEWHAT LESS THAN DEMAND
* MICRON - FOR DRAM, SEES LONG-TERM INDUSTRY BIT DEMAND GROWTH CAGR IN MID-TO-HIGH TEENS
* MICRON SAYS CO HAD "SOLID START TO FY-20" AGAINST BACKDROP OF CHALLENGING INDUSTRY ENVIRONMENT
* MICRON TECHNOLOGY SAYS FOR DRAM, CO SEES ITS CY-20 BIT SUPPLY GROWTH TO BE SLIGHTLY ABOVE INDUSTRY BIT SUPPLY GROWTH - PRESENTATION
* MICRON SAYS INDUSTRY SUPPLY-DEMAND BALANCE CONTINUES TO IMPROVE IN BOTH DRAM AND NAND
* MICRON TECHNOLOGY SAYS FOR DRAM, CO SEES LONG-TERM MICRON SUPPLY GROWTH IN LINE WITH INDUSTRY DEMAND CAGR OF MID-TO-HIGH TEENS
* MICRON - FOR NAND, SEES CY-20 INDUSTRY BIT DEMAND GROWTH OF HIGH-20% TO LOW-30% RANGE, INDUSTRY BIT SUPPLY TO BE LOWER THAN INDUSTRY BIT DEMAND
* MICRON - FOR NAND, SEES LONG-TERM INDUSTRY BIT DEMAND GROWTH CAGR OF ABOUT 30%
* MICRON TECHNOLOGY SAYS FOR NAND, CO SEES ITS CY-20 BIT SUPPLY GROWTH TO BE "MEANINGFULLY BELOW" INDUSTRY BIT SUPPLY GROWTH
* MICRON TECHNOLOGY SAYS FOR NAND, CO SEES ITS CY-20 BIT SHIPMENT GROWTH TO BE CLOSE TO INDUSTRY BIT DEMAND GROWTH
* MICRON TECHNOLOGY SAYS FOR NAND, CO SEES LONG-TERM MICRON SUPPLY GROWTH IN LINE WITH INDUSTRY DEMAND CAGR OF APPROXIMATELY 30%
* MICRON TECHNOLOGY - EXPECT TO BEGIN PRODUCTION ON NAND 128-LAYER FIRST-GEN RG NODE IN H2 OF FY20 DELIVERING MINIMAL COST REDUCTION IN FY20
Source text: ( bit.ly |
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