Micron (MU): FY25 Q1 earnings call, Dec 18, 2024
No Kalshi or Polymarket word markets were listed for Micron’s Dec 18, 2024 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
3 matches for “DDR5”; 3 quoted, at least 25 words apart.
…data center RAS environment. So reliability, availability, serviceability that is built into DDR5 is not available in an LP solution. And Micron has made some…
…side, I don't think it was that many quarters ago that your DDR5 bit shipments crossed over DDR4. And now you're indicating only 10% or…
…not just you're holding back inventory, but structurally, you've shifted a high majority of your DRAM production to DDR5, HBM specialty, those types of products.
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