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25th Annual Roth Conference March 17-20th, 2013

25th Annual Roth Conference March 17-20th, 2013. Kipp Bedard VP of Investor Relations. Safe Harbor.

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25th Annual Roth Conference March 17-20th, 2013

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  1. 25th Annual Roth ConferenceMarch 17-20th, 2013 KippBedardVP of Investor Relations

  2. Safe Harbor During the course of this meeting, we may make projections or other forward-looking statements regarding future events or the future financial performance of the Company and the industry. We wish to caution you that such statements are predictions and that actual events or results may differ materially. We refer you to the documents the Company files on a consolidated basis from time to time with Securities and Exchange Commission, specifically the Company’s most recent Form 10-K and Form 10-Q. These documents contain and identify important factors that could cause the actual results for the Company on a consolidated basis to differ materially from those contained in our projections or forward-looking statements. These certain factors can be found at http://investors.micron.com/riskFactors.cfm. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements. We are under no duty to update any of the forward-looking statements after the date of the presentation to conform these statements to actual results.

  3. 2013 Semiconductor Market Forecast Worldwide Semiconductor Market $311B DRAM $26.9B Flash $30.5B PCM <$1B Non-PC $19.7B PC $7.2B NOR $3.4B NAND $27.1B Source: Gartner 4Q12

  4. Memory Markets Continue to Grow Forecast MEMORY TAM NAND TAM DRAM TAM NOR TAM Sources: Gartner (4Q12)

  5. Industry’s broadest portfolio • Computing, server/networking,embedded, mobile, consumer Automotive Storage Graphics / Consumer Networks Broadest Portfolio Manufacturing Expertise/Stability Server Wireless Personal Computing Industrial

  6. SSD and Mobile Driving NAND Bit Growth EndApplications 2012 – 2016 NAND Bit CAGR Tablets 40% 73% SSD PMP/MP3 USB DSC/Video 13% 32% 27% Mobile 38% PC/Com (Non-SSD) Embedded, AIMM 71% 39% Source: Micron, Gartner 4Q12; Cards included in Mobile and DSC

  7. Shift to Mobility Driving DRAM Bit Growth EndApplications 2012 – 2016 DRAM Bit CAGR AIMM 33% 28% Consumer Tablet 67% 44% Mobile Server/ Storage 46% 23% PC/Computing Source: Micron, Gartner 4Q12; AIMM is Auto, Industrial, Medical and Military

  8. Micron’s Path to Continued Leadership • H1’13: Acquisition of Elpida (1) • Increase mobile segment penetration • Accelerate DRAM technology roadmap and flexible longer-term capacity Elpida/Rexchip ~90% Increase in Wafer Capacity • CQ1‘13: Restructuring of Inotera JV • Stabilize DRAM gross margin • No obligation to fund CAPEX Inotera • CQ1’12: Acquisition of IMFlash (Singapore and MTV) from Intel • Increase NAND gross margin • Extend & expand NAND technology JV • Incremental trade NAND capacity IMFlash Micron Trade Historical 300mm WSPM (K) (1) The Acquisition is currently targeted to close in the first half of calendar 2013, subject to various closing conditions.

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