美光科技首席执行官桑杰·梅罗特拉在公司财报电话会议上表示，2027年和2028年的存储芯片供应将比2026年紧张得多1。梅罗特拉指出，"行业需求自上次财报电话会议以来已增强，我们预计2027年和2028年存储芯片供应与需求的紧张程度将远超2026年"1。超过75%的美光2027年产能已向客户承诺1，该公司管理层表示即使规划新增产能，也看不到供需何时能达到平衡1。
美光第四季度财报表现强劲，季度收入达到创纪录的542亿美元1，超出市场预期2。其中数据中心收入增长11倍2，主要受益于强劲的定价和人工智能需求拉动2。上季度DRAM价格上涨幅度为高个位数百分比，NAND价格上涨约30%1。毛利率达到87%2。美光爱达荷州ID2晶圆厂预计在2028年末开始产出1。
Micron Technology's chief executive officer signaled that memory chip supply will face considerably greater constraints in 2027 and 2028 compared to 2026, citing strengthened industry demand.1 The company reported record quarterly revenue of $54.2 billion and disclosed that more than 75% of its 2027 production capacity has already been committed to customers.1 The executive stated during the earnings call that "Industry demand has strengthened since our last earnings call, and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026," adding that despite planned capacity expansions, the company sees no clear path to supply-demand equilibrium.1
Micron's fourth-quarter results exceeded market expectations, driven substantially by data center revenue that surged elevenfold.2 The surge was fueled by robust pricing dynamics and artificial intelligence demand, with the company achieving a gross margin of 87%.2 In the prior quarter, DRAM prices climbed by high single-digit percentages while NAND prices rose approximately 30%.1 The company's Idaho ID2 fabrication plant is expected to begin production by the end of 2028.1
评论
还没有评论，欢迎留下第一条。