#美光业绩超预期并上调指引
👉 AI 内存涨价这波，进群一起盯
Micron releases its quarterly report for the four seasons.
Revenue was $54.23 billion, up 379% year over year.
Previously, analysts expected $51.07 billion.
Earnings per share were $33.42, nearly $2 higher than expected.
Net profit jumped from $3.2 billion to $37.7 billion.
Guidance was raised even higher.
The midpoint for next quarter’s revenue is $61.5 billion.
Earnings per share are set at $38.15.
Wall Street can only look at $57.0 billion.
Memory pricing power has been written into the statements.
Gross margin is 87%, a figure not seen in the prior cycle.
The price increases ripple all the way through the entire supply chain.
Micron’s HBM is unique in the U.S.
Two new plants are being built, with budgets exceeding $250 billion.
It’s also doing custom memory work with NVIDIA.
Capacity has been secured in advance through long-term contracts.
Analysts have calculated the year-ahead shortfall in double digits.
For crypto, the computing-power narrative should be viewed from the chip side.
Memory is locked into long-term contracts, and costs are lifted first.
Mining rigs and AI servers are fighting for the same production line.
Which type of company do you think will see this round of memory price hikes first? Let’s discuss in the comments.
👉 AI 内存涨价这波，进群一起盯
Micron releases its quarterly report for the four seasons.
Revenue was $54.23 billion, up 379% year over year.
Previously, analysts expected $51.07 billion.
Earnings per share were $33.42, nearly $2 higher than expected.
Net profit jumped from $3.2 billion to $37.7 billion.
Guidance was raised even higher.
The midpoint for next quarter’s revenue is $61.5 billion.
Earnings per share are set at $38.15.
Wall Street can only look at $57.0 billion.
Memory pricing power has been written into the statements.
Gross margin is 87%, a figure not seen in the prior cycle.
The price increases ripple all the way through the entire supply chain.
Micron’s HBM is unique in the U.S.
Two new plants are being built, with budgets exceeding $250 billion.
It’s also doing custom memory work with NVIDIA.
Capacity has been secured in advance through long-term contracts.
Analysts have calculated the year-ahead shortfall in double digits.
For crypto, the computing-power narrative should be viewed from the chip side.
Memory is locked into long-term contracts, and costs are lifted first.
Mining rigs and AI servers are fighting for the same production line.
Which type of company do you think will see this round of memory price hikes first? Let’s discuss in the comments.
