Micron Releases Earnings Report and Forecasts Windows 12

TapTechNews June 27 news, memory giant Micron released its fiscal 2024 third-quarter (TapTechNews note: as of May 30 this year) earnings report on local time 26th.

In the simultaneously released earnings presentation, Micron still believes that Microsoft will launch the Windows 12 operating system:

Translation:

We are optimistic that the planned end of life of Windows 10 in 2025, the launch of Windows 12 and the introduction of a new generation of AI PCs will accelerate the PC replacement cycle starting at the end of calendar year 2024.

Original text:

We are optimistic that the planned Windows 10 end of life in 2025, the launch of Windows 12 and the introduction of a new generation of AIPCs will accelerate the PC replacement cycle starting in late CY 2024.

However, Micron did not explicitly state in this expression the company's prediction of the release time of the Windows 12 operating system.

And in this presentation, Micron also mentioned that although the current consumption of wafers by HBM3E memory has roughly reached three times that of standard DDR5, it is estimated that the wafer consumption ratio of HBM4(E) will further increase.

This situation, combined with the continuous increase in the demand for HBM memory in the AI industry, will lead to tight DRAM memory supply in all end markets.

Micron still expects that its DRAM memory and NAND flash memory capacity at the end of fiscal 2024 (i.e. the end of August 2024) will be reduced by a low double-digit percentage compared to the peak in fiscal 2022.