Micron Technology, Inc. ( NASDAQ: MU ) Goldman Sachs’ Global Semiconductor Conference May 30, 2024 8:20 AM ET Company Participants Sumit Sadana - Chief Business Officer Conference Call Participants Toshiya Hari - Goldman Sachs Toshiya Hari Good morning, everyone. My name is Toshiya Hari.
I cover the U.S. Semiconductor and Semiconductor Cap Equipment Space.
Very honored, very excited to have Sumit Sadana from Micron. He's the Chief Business Officer for the company. Sumit, thank you so much for supporting the conference.
Sumit Sadana Thank you for having me today, Toshiya. Toshiya Hari Great to have you here. I have a list of questions, per usual, but we would like to keep this interactive, so to the extent you do have questions, please have them ready.
I'll go to you in 20 minutes or so. Sumit, in terms of the near term, it's been 2.5 months since you shared guidance for the May quarter.
The industry is clearly in a positive stage of the cycle, both on the DRAM side and the NAND side, how has the quarter progressed relative to your expectations and any standouts that you'd highlight. Sumit Sadana Sure. Just wanted to start with a quick comment that I may be making some forward looking statements today.
And please visit our website and look at our SEC filings on the quarterly and annual reports for a more detailed description of the risk factors. No new update today. But just to summarize, how we look at things right now, we have consistent view of what we said the last time .