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Technology Stocks : ASML Holding NV
ASML 172.160.0%Dec 12 8:10 PM ESTNews

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From: BeenRetired12/6/2017 5:48:16 PM
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MU CC: 3D NAND textbook yield curve............................................................


Ernie Maddock

Well, certainly, we are very comfortable with not only our base technology position on 3D NAND as we move from 32 layer to 64 layer, but we have also come up the yield curves for both technologies in textbook fashion. So we are very comfortable with the deployment of our 3D technology and are willing to devote capital to get that deployed into production fairly quickly. We had great bit growth in fiscal year 2017, certainly probably significantly in excess of that 35% that we’ve talked about for the industry. We said, would be above our industry estimate after fiscal 2018 and we continue to not only be encouraged by the progress we’re making and ramping that up. We said would be a big crossover by the end of our fiscal 2018, but also the market opportunities that creates with respect to penetrating more of the storage market having a broader portfolio of SSDs, more management NAND solutions for mobile and embedded in automotive and it's just a great opportunity for the company to continue to transition its NAND portfolio to those high-value solutions that we talk about on a pretty frequent basis.
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