IEOBSERVE Telegram 2016
半導體風向球美光強力財測,預示2024 AI HBM 帶動價格復甦年 : https://ieobserv.com/MU_23Q4

記憶體大廠 Micron 美光Q4的財報,營收47億高於財測上緣的46億,重回年增15.6%。EPS $-0.95 也優於預期的-1.01。毛利率回升至1%,高於財測預期的-4%。

美光重申預計2024是行業的反彈年,AI繁榮正在發揮作用,並會在2025創紀錄。行業正在生成式AI驅動的多年成長早期階段,而記憶體是支援GPU AI伺服器的核心,隨著時間需求只會加速。



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半導體風向球美光強力財測,預示2024 AI HBM 帶動價格復甦年 : https://ieobserv.com/MU_23Q4

記憶體大廠 Micron 美光Q4的財報,營收47億高於財測上緣的46億,重回年增15.6%。EPS $-0.95 也優於預期的-1.01。毛利率回升至1%,高於財測預期的-4%。

美光重申預計2024是行業的反彈年,AI繁榮正在發揮作用,並會在2025創紀錄。行業正在生成式AI驅動的多年成長早期階段,而記憶體是支援GPU AI伺服器的核心,隨著時間需求只會加速。

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