Nkhani Zamakampani: Micron yalengeza kutha kwa chitukuko cha mafoni a NAND

Micron adati chisankhochi chimangokhudza chitukuko cha zinthu za NAND zapadziko lonse lapansi, ndipo kampaniyo ipitiliza kupanga ndikuthandizira mayankho ena a NAND, monga ma SSD ndi mayankho a NAND amisika yamagalimoto ndi misika ina yomaliza.

Micron ipitilizanso kupanga ndikuthandizira msika wapadziko lonse wa mafoni a DRAM ndi zinthu za DRAM zomwe zikutsogolera mumakampani.

M'zaka zaposachedwa, pamene makampani akuluakulu aukadaulo awonjezera ndalama zawo m'malo osungira deta a AI, opanga ma semiconductor monga Micron awona kuwonjezeka kwa maoda a ma chips a high-bandwidth memory (HBM) chifukwa cha mphamvu zawo zogwiritsira ntchito deta.

Kampaniyo tsopano ikuyembekeza kuti ndalama zomwe amapeza kotala lililonse ndi $11.2 biliyoni, ndi kusinthasintha kwa $100 miliyoni, poyerekeza ndi zomwe idaneneratu kale za $10.7 biliyoni, ndi kusinthasintha kwa $300 miliyoni.

Micron idakwezanso chiwonetsero chake cha gross margin chosinthidwa cha kotala lachinayi kufika pa 44.5%, ndi kusinthasintha kwa 0.5 peresenti, kuchokera pa zomwe zidanenedweratu kale za 42%, ndi kusinthasintha kwa 1 peresenti.

Kuneneratu kwatsopano kukuwonetsa kukwera kwa mitengo, makamaka pazinthu za dynamic random access memory (DRAM).

"Tikuyang'ana kwambiri misika yathu yonse yosiyana padziko lonse lapansi, ndipo mitengo yakhala yokwera kwambiri," adatero Mkulu wa Bizinesi wa Micron, Sumit Sadana, pamsonkhano wamakampani Lolemba. "Takhala opambana kwambiri pakukweza mitengo."

Katswiri wa eMarketer, Jacob Bourne, adazindikira kuti zoletsa zoperekera zinthu pakupanga HBM komanso kufunikira kwakukulu kwa luntha lochita kupanga kwathandiza Micron kukhazikitsa mitengo yokwera pazinthu zake, zomwe zikuwonetsa kusiyana kwa phindu lotsika kwambiri kwa opanga ma chips okumbukira.

Mu June, Micron adalengeza mapulani owonjezera ndalama zomwe adayika ku United States ndi $30 biliyoni, zomwe zidapangitsa kuti ndalama zonse zomwe adayika zifike pa $200 biliyoni.