Ua teb rau Micron txoj kev tso cov neeg ua haujlwm tsis ntev los no hauv Suav teb, Micron tau teb rau CFM flash memory kev lag luam:
Vim tias cov khoom lag luam mobile NAND tsis muaj zog hauv kev ua lag luam thiab kev loj hlob qeeb dua piv rau lwm lub sijhawm NAND, peb yuav tsum tsis txhob tsim cov khoom lag luam mobile NAND yav tom ntej thoob ntiaj teb, suav nrog kev txiav txim siab ntawm kev tsim UFS5.
Micron tau hais tias qhov kev txiav txim siab tsuas yog cuam tshuam rau kev tsim cov khoom lag luam mobile NAND thoob ntiaj teb, thiab lub tuam txhab yuav txuas ntxiv tsim thiab txhawb nqa lwm cov kev daws teeb meem NAND, xws li SSDs thiab NAND kev daws teeb meem rau tsheb thiab lwm yam kev lag luam kawg.
Micron tseem yuav txuas ntxiv tsim thiab txhawb nqa kev lag luam mobile DRAM thoob ntiaj teb nrog cov khoom lag luam DRAM ua tus thawj coj hauv kev lag luam.
Nyob rau xyoo tas los no, raws li cov tuam txhab thev naus laus zis loj tau nce lawv cov peev txheej hauv AI cov chaw khaws ntaub ntawv, cov chaw tsim khoom semiconductor xws li Micron tau pom muaj kev nce ntxiv ntawm kev txiav txim rau cov chips nco bandwidth siab (HBM) vim lawv cov peev xwm ua cov ntaub ntawv muaj zog.
Tam sim no lub tuam txhab xav tias cov nyiaj tau los txhua peb lub hlis yuav yog $11.2 billion, nrog rau kev hloov pauv ntawm $100 lab, piv rau nws qhov kev kwv yees yav dhau los ntawm $10.7 billion, nrog rau kev hloov pauv ntawm $300 lab.
Micron kuj tau tsa nws qhov kev kwv yees txog qhov nyiaj tau los ntawm kev kho kom zoo rau lub quarter thib plaub mus rau 44.5%, nrog rau kev hloov pauv ntawm 0.5 feem pua, nce ntxiv los ntawm nws qhov kev kwv yees yav dhau los ntawm 42%, nrog rau kev hloov pauv ntawm 1 feem pua.
Qhov kev kwv yees kho dua tshiab qhia txog tus nqi zoo dua, tshwj xeeb tshaj yog rau cov khoom lag luam dynamic random access memory (DRAM).
"Peb tsom mus rau txhua qhov kev lag luam kawg thoob plaws ntiaj teb, thiab cov qauv nqi tau muaj zog heev," Micron Chief Business Officer Sumit Sadana tau hais rau ntawm lub rooj sib tham kev lag luam rau hnub Monday. "Peb tau ua tiav zoo heev hauv kev nce nqi."
Tus kws tshuaj ntsuam xyuas eMarketer Jacob Bourne tau sau tseg tias kev txwv kev muab khoom hauv HBM kev tsim khoom thiab kev thov muaj zog rau kev txawj ntse cuav tau ua rau Micron teeb tsa tus nqi siab dua rau nws cov khoom, cim qhov tawg ntawm keeb kwm qis qis rau cov neeg tsim khoom siv nco.
Thaum Lub Rau Hli, Micron tshaj tawm cov phiaj xwm los nce nws cov peev txheej hauv Tebchaws Meskas los ntawm $ 30 billion, coj nws cov peev txheej tag nrho mus rau $ 200 billion.
Lub sijhawm tshaj tawm: Lub Yim Hli-18-2025