Micron continues its tradition of innovative business strategies by buying distressed assets and creating highly productive joint ventures.  For DRAM, the company is projecting 160% bit growth per wafer from Q4 2009 – Q4 2011.  NAND is forecasted to achieve 114% bit growth per wafer over the same time.

Their copper and leading edge process drives lower voltages and higher reliability.  Micron’s goal is to be the lowest-cost manufacturer.

The ventures with Intel and Inotera provide 50% of both DRAM and NAND, which is a great strategic move.

Looking at fab tools, lead times for litho tools have extended to 10-12 months.  Micron claims that they have slots for the tools that they need; however, the overall industry may be limited.

One tool per month through 2011 at Inotera.  Inotera will ramp 50nm in 2010, with 42nm starting Q4 2010.  Moving to 42nm will bring a huge productivity improvement at Inotera, and will cost $2 billion.

On top of this, Micron is generating substantial cash.

– Posted from Micron’s winter analyst meeting

This entry was posted on February 11th, 2010 and is filed under General, Manufacturing. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.