On May 21, Micron had their annual analyst and investor conference.
Micron is firing on all cylinders. The conference has reinvigorated interest in the stock.
Unfortunately, while many expected more information about 3D XPoint technology, Micron remains hush-hush about it.
In this article we are going to talk about Machine Learning, what it means, and what kind of hardware specifications are best for machine learning applications.
Finally, we are going to speculate about what Micron is working on and what kind of value added solutions they can push into the AI space in 2019. We think it’s going to be huge.
On May 21, 2018, Micron (MU) held their annual analyst and investor conference. The conference had many exciting bombshells including a $10 billion stock buyback program and much discussion about Micron’s positioning in the DRAM and NAND market. Many articles on Seeking Alpha have already covered the conference in depth so we are not going to do so here. However, we do encourage you to read the conference transcript that can be found here, and an excellent article by Joe Albano entitled “Micron: The $10 Billion Shot Heard ‘Round The World.”
The one thing that was conspicuously missing from the investor conference was any details or specifics about the company’s 3D XPoint technology. Sanjay Mehrotra, Micron’s CEO, in his presentation did address 3D XPoint and hinted that Micron intends to start shipping 3D XPoint in 2019.
In terms of 3D XPoint, it’s a technology that has exciting potential 10 times – better chip density is achievable compared to DRAM and thousand times better endurance light capability compared to NAND, and thousand times faster than NAND as well. These specifications really create a significant value proposition for 3D XPoint for solutions that are well placed between the DRAM and the NAND in memory and the storage hierarchy. We are working with our customers in terms of product development. And as we have said earlier, we will be having products in 3D XPoint in 2019, launching those products in the latter part of 2019 timeframe.
source:seekingalpha
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