美光看來也要Dead money了
不知道未來DRAM產業要怎麼走下去
距離加息的警鐘越來越近
老大老二股價財報後也沒怎麼反應
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※ 引述《Severine》之銘言
: 1. 標題：美光財報
: 2. 來源：美港股7x24快讯
: 3. 網址：https://www.ushknews.com/
: 4. 內文：
: 2021財年Q3營收74.2億美元，市場預期72.38億美元，去年同期54.38億美元
: 2021財年Q3每股盈利1.52美元，市場預期1.6美元，去年同期0.71美元。
: 第三財季營業現金流35.6億美元，市場預期32億美元
: 第三財季調整后每股盈利1.88美元，市場預期1.72美元。
: 第三財季資本支出20.4億美元，市場預期18億美元。
: 預計第四財季營收80億-84億美元，市場預期78.5億美元。
: 預計第四財季調整后每股盈利2.2-2.4美元。
: 預計DRAM、NAND的供應將持續緊張至2022年。
: 將向德州儀器（TXN. O）出售Lehi UT Fab工廠。
: 銷售帶來的經濟價值為15億美元。
: 德州儀器（TXN. O）將以9億美元收購美光科技（MU. O）的Lehi UT Fab半導體工廠。
: 預計2021財年資本支出將"略高於"95億美元。
: 歷史財報
: https://i.imgur.com/uB0eeou.png
: 盤後一度快跌3%
: https://i.imgur.com/iN9yywq.png
: -Micron Technology (NASDAQ:MU): FQ3 Non-GAAP EPS of $1.88 beats by $0.17; GA
AP
: EPS of $1.52 misses by $0.06.
: -Revenue of $7.42B (+36.4% Y/Y) beats by $160M.
: -Gross margin of 42.1% vs. 32.4% Y/Y.
: -Investments in capital expenditures, net were $2.04B, which resulted in
: adjusted FCF of $1.52B.
: -Cash, marketable investments, and restricted cash of $9.82B, for a net cash
: position of $3.10B.
: -4Q21 Guidance: Revenue $8.2B ± $200M; Gross margin 46.0% ± 1%; Operating
: expenses of $955M ± $25M; EPS $2.23 ± $0.10.
: -4Q21 Non-GAAP Guidance: Revenue $8.2B ± $200M vs. consensus of $7.89B; Gro
ss
: margin 47.0% ± 1%; Operating expenses of $900M ± $25M; EPS $2.30 ± $0.10
: vs. consensus of $2.15.
: -“Micron set multiple market and product revenue records in our third quart
er
: and achieved the largest sequential earnings improvement in our history,”
: says CEO Sanjay Mehrotra. “Our industry-leading 1α DRAM and 176-layer NAND
: now represent a meaningful portion of our production, and Micron is in the
: best position ever to capitalize on the long-term demand trends across the
: data center, intelligent edge and user devices.”
: - The company expects CY21 DRAM bit industry bit demand growth to be somewha
: above 20% with supplies coming in below demand. Micron expects its DRAM bit
: supply growth to be below industry demand.
: - For the NAND industry, CY21 bit demand growth is expected to be in the
: mid-30% range with supply higher than demand. Micron expects its bit supply
: growth to come in below the industry.