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To: Sam who wrote (84337)

12/18/2019 6:40:57 PM

From: Sam

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Micron Says it Received Licenses To Provide Support For Some Products For Huawei

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