Micron Technology Inc at KeyBanc Capital Markets Technology Leadership Forum Transcript

Aug 10, 2026 / 02:00PM GMT

Transcript

John Vinh

Keybanc Capital Markets Inc - Analyst

(technical difficulty)

So as AI drives unprecedented demand for memory bandwidth capacity, and storage performance. Micron is playing an increasingly important role in enabling next-generation AI infrastructure. We're fortunate to have one of the industry's most respected executives with us today to share his views on the AI markets, memory and Micron's strategic direction.

Please join me in welcoming Sumit. Thank you.

Sumit Sadana

Micron Technology, Inc. - Executive Vice President, Chief Business Officer

Thank you.

Questions & Answers

John Vinh;Sumit Sadana

Keybanc Capital Markets Inc - Analyst;Micron Technology, Inc. - Executive Vice President, Chief Business Officer<

So Sumit, you've been a veteran in this industry, you've seen multiple cycles. Maybe just take a minute and talk to us about what's different about this cycle that we're going through versus kind of previous cycles that you've experienced?

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