Micron still thinks Microsoft will launch Windows 12 operating system

According to news from this site on June 27, storage overlord Micron announced its performance report for the third fiscal quarter of fiscal year 2024 (this site’s note: as of May 30 this year) on the 26th local time. In the performance presentation document released simultaneously, Micron still expects Microsoft to launch the Windows 12 operating system: Translation: We are optimistic that the launch of Windows 10, Windows 12 and the new generation of AIPC planned for EOL in 2025 The launch will accelerate the PC update cycle starting from the end of calendar 2024. Original text: WeareoptimisticthattheplannedWindows10endoflifein2025,thelaunchofWindows12andtheintroductionofanewgenerationofAIPCswillacceleratethePCreplacementcyclestartinginlateCY2024. However, Micron did not clarify the company’s forecast for the release time of the Windows 12operating system in this expression. In this presentation, Micron also mentioned that although the current wafer consumption of HBM3E memory has roughly reached three times that of standard DDR5, it estimates that the wafer consumption ratio of HBM4(E) will further increase. This situation, combined with the rising demand for HBM memory in the AI ​​industry, will lead to tight supply of DRAM memory in all end markets.

Micron still expects its DRAM memory and NAND flash capacity at the end of fiscal 2024, which is the end of August 2024, to be reduced by a "low single-digit percentage" from the peak in fiscal 2022.

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