Micron Technology

Micron Kills 3D XPoint - Is Intel in Trouble?

Equity Bottom-Up
381 Views, 17 Mar 2021 07:36
EXECUTIVE SUMMARY

In an investor confernce call today Micron Technology (MU US) revealed that it would discontinue its 3D XPoint memory efforts and sell the facility that produces it.  Will its sole customer Intel Corp (INTC US) be undermined by this move?

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Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up

Jim Handy of Objective Analysis has over 35 years in the electronics industry including 20 years as a leading semiconduc... 

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