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IEObserve 國際經濟觀察@ieobserve P.2058
IEOBSERVE Telegram 2058
記憶體大廠 Micron 美光 Q1財報營收年增58%至58億,高於預期的53.5億。比預期提前一個季度轉虧為盈,實現正營業利潤率,Q1淨利7.93億。EPS $0.42 也遠高於預期的-0.25。

Q2的財測營收66億也遠高於預期的60.2億,換算年增76%。毛利率預估在26.5%。Q2 財測EPS 0.45也高於預期的$0.09。

用於AI伺服器的 HBM Q2開始會增加美光DRAM和整體毛利率, 2024 的供應已經售罄,2025年大部分供應也分配完畢。

二月時海力士也說2024的HBM也賣光了,大家都賣光了!

更多財報內容可以看這篇,還有對PC市場與Mobile的展望。雖然市場焦點基本上只在HBM
https://vocus.cc/article/65fbe923fd89780001e17f81

Patreon版本:https://www.patreon.com/posts/100789517?pr=true



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記憶體大廠 Micron 美光 Q1財報營收年增58%至58億,高於預期的53.5億。比預期提前一個季度轉虧為盈,實現正營業利潤率,Q1淨利7.93億。EPS $0.42 也遠高於預期的-0.25。

Q2的財測營收66億也遠高於預期的60.2億,換算年增76%。毛利率預估在26.5%。Q2 財測EPS 0.45也高於預期的$0.09。

用於AI伺服器的 HBM Q2開始會增加美光DRAM和整體毛利率, 2024 的供應已經售罄,2025年大部分供應也分配完畢。

二月時海力士也說2024的HBM也賣光了,大家都賣光了!

更多財報內容可以看這篇,還有對PC市場與Mobile的展望。雖然市場焦點基本上只在HBM
https://vocus.cc/article/65fbe923fd89780001e17f81

Patreon版本:https://www.patreon.com/posts/100789517?pr=true

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