We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ASML Holding NV
ASML 396.03+0.4%3:59 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: BeenRetired5/31/2020 8:17:48 AM
   of 13879
MU CC: Simply put? 21st far more bit intense. All about Core n Channels n Lanes...

Mark Newman

Great. Moving on to data center demand. This is another hot topic. So, we've seen a lot of strength in this area. How much of this do you think is catch-up from the under spend last year, versus how much of the data center strength that we've seen recently related to virus, COVID-19 and this work from home dynamics playing out? Any thoughts on how you think about those two drivers of this great strength we're seeing at the moment?

Sanjay Mehrotra

So, within data center, particularly within cloud, pre-COVID, the customer inventory levels had returned to normal. And the CapEx spend from data center customers, cloud customers was expected to be strong through calendar year 2020 timeframe, based on some of the comments made by them; and then, ultimately, the trend of overall adoption of AI et cetera, driving greater cloud adoption and greater demand from the data center point of view.

So, the COVID environment as we mentioned, has actually resulted in acceleration of the digital economy. And that has seen a surge in workloads related to work from home economy, on the data center side, particularly on the cloud side. So, it's not just about shift of workloads from on-premise to cloud, it is -- cloud is now also a growth engine for services that are AI-driven. And these are long-term trends. And we are at the sweet spot of the cloud growth cycle here, and it's a long-term next 10-year kind of growth cycle for cloud and for certainly memory and storage as well, because AI-driven applications require more memory, they require more storage. New CPU platforms have more cores. They can work with higher density memories. So, what you're seeing is that the modules for DRAMs are actually shifting to higher average capacities. There are more channels, more cores, more attach possible for memory, applications that are AI driven are requiring more memory. So, memory and storage is becoming more relevant than ever. DRAM content as well as NAND content continues to grow. And certainly, during the COVID environment, we have seen strength in data center related demand, and we expect that to continue.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext