美光看来也要Dead money了
不知道未来DRAM产业要怎么走下去
距离加息的警钟越来越近
老大老二股价财报后也没怎么反应
下看70
※ 引述《Severine》之铭言
: 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
: https://i.imgur.com/uB0eeou.png
: 盘后一度快跌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.