1. 标题：美光财报
2. 来源：美港股7x24快讯
3. 网址：https://www.ushknews.com/
4. 内文：
2021财年Q3营收74.2亿美元，市场预期72.38亿美元，去年同期54.38亿美元
2021财年Q3每股盈利1.52美元，市场预期1.6美元，去年同期0.71美元。
第三财季营业现金流35.6亿美元，市场预期32亿美元
第三财季调整后每股盈利1.88美元，市场预期1.72美元。
第三财季资本支出20.4亿美元，市场预期18亿美元。
预计第四财季营收80亿-84亿美元，市场预期78.5亿美元。
预计第四财季调整后每股盈利2.2-2.4美元。
预计DRAM、NAND的供应将持续紧张至2022年。
将向德州仪器（TXN. O）出售Lehi UT Fab工厂。
销售带来的经济价值为15亿美元。
德州仪器（TXN. O）将以9亿美元收购美光科技（MU. O）的Lehi UT Fab半导体工厂。
预计2021财年资本支出将"略高于"95亿美元。
历史财报
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盘后一度快跌3%
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-Micron Technology (NASDAQ:MU): FQ3 Non-GAAP EPS of $1.88 beats by $0.17; GAAP
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; Gross
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 quarter
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 somewhat
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.