Micron kev muag khoom tuaj yeem dhia ntau dua 50%, thiab xav kom muaj txoj hlua khi ntau dua ua ntej kev pom zoo.

Hauv daim ntawv foob nrog Securities thiab Exchange Commission, tus kws paub txog lub cim xeeb-chip tau tshaj tawm tias kev tswj hwm npaj yuav txiav li 10% ntawm nws cov neeg ua haujlwm hauv xyoo 2023, "los ntawm kev sib koom ua ke ntawm kev txaus siab thiab kev txo cov neeg ua haujlwm." Kwv yees li $ 30 lab nyob rau hauv kev tsim kho cov nqi yuav tsum, tag nrho cov nyiaj txiag lub quarter thib ob.

Nrog rau kev txo tus naj npawb ntawm tus lej, Micron tau hais tias xyoo 2023 nws tseem yuav ncua kev sib faib kev yuav khoom, cov haujlwm tsim khoom thiab cov nyiaj tau los ntawm tuam txhab, thiab cov nyiaj hli ua haujlwm yuav raug "kho" rau xyoo tas los. Sanjay Mehrotra, Micron tus thawj coj, kuj tau hais rau cov kws tshuaj ntsuam tom qab tso tawm cov txiaj ntsig uas nws xav tias yuav muaj txiaj ntsig tseem yuav muaj kev sib tw mus txog 2023.

Micron tshwj xeeb hauv DRAM, lossis dynamic random nkag tau lub cim xeeb, hom kev nco feem ntau siv hauv PCs thiab servers, thiab NAND chips, uas yog cov flash nco chips siv hauv cov khoom me me xws li smartphones thiab USB drives.

Micron shares tau qis dua 1% tom qab teev, tom qab 1% nce mus kaw qhov kev sib tham tsis tu ncua ntawm $ 51.19. Micron shares poob 45% rau lub xyoo piv nrog 19% poob los ntawm S&P 500 Performance index
SPX,
+ 1.49%
thiab 32% poob los ntawm Nasdaq Composite Index
COMP,
+ 1.54%
thiab 33% poob ntawm PHLX Semiconductor Index
SOX,
+ 2.36%.

Mehrotra tau hais tias nws cia siab tias DRAM kev loj hlob yuav nce li ntawm 10% thiab NAND nce li ntawm 20%. "Rau ob xyoos, qhov kev thov hauv DRAM thiab NAND yog qhov qis dua keeb kwm yav dhau los thiab cov kev cia siab yav tom ntej ntawm kev loj hlob vim qhov txo qis hauv kev xav tau kawg hauv kev lag luam feem ntau, cov khoom lag luam siab ntawm cov neeg siv khoom, kev cuam tshuam ntawm macroeconomic ib puag ncig thiab cov xwm txheej hauv cheeb tsam hauv Europe thiab Tuam Tshoj, ” Mehrotra hais.

"Tab sis qhov cuam tshuam loj tshaj plaws rau kev muaj txiaj ntsig thiab kev saib xyuas nyiaj txiag rau peb yog qhov kev xav tau ntawm cov khoom siv, thiab tus nqi thiab qhov kev txhim kho no yuav yog ib qho kev ua haujlwm ntawm kev sib koom ua ke nrog kev thov, thiab peb tab tom txiav txim siab rau CapEx thiab kev siv los hais txog nws, "Mark Murphy, Micron tus thawj coj saib xyuas nyiaj txiag, hais rau cov kws tshuaj ntsuam ntawm lub xov tooj.

Cov ntaub ntawv-chaw muag khoom thiab huab tau suav tias muaj kev nyab xeeb, tab sis nyob rau hauv lwm qhov uas muaj peev xwm txhim kho tawg, Mehrotra tau hais tias qhov chaw tam sim no tau pom qee qhov muag ntawm huab huab cov ntaub ntawv-chaw xav tau, muab cov neeg siv khoom nruj dua.

Mehrotra tau hais tias "Peb cia siab tiag tiag tias ib zaug peb dhau los ntawm qhov chaw macroeconomic tam sim no thiab kev lag luam macroeconomic tsis muaj zog, lub sijhawm ntev dua rau huab yuav muaj zog," Mehrotra tau hais. "Nyob rau hauv cov nqe lus ntawm ib puag ncig tam sim no, yog, kev hloov kho cov khoom muag thiab qee qhov cuam tshuam ntawm huab thiab kev thov tsis muaj zog ib yam nkaus. Qhov ntawd cuam tshuam rau peb qhov kev pom zoo ntawm cov ntaub ntawv-center. "

Tus Thawj Coj tseem hais rau cov kws tshuaj ntsuam xyuas nws xav tias cov neeg siv khoom yuav nyob hauv txoj haujlwm zoo dua hauv kev hlawv tawm ntawm lawv cov khoom muag los ntawm nruab nrab xyoo 2023.

"Los ntawm mid-calendar '23, peb tab tom npaj, txawm hais tias peb tsis muaj qhov pom kev zoo tag nrho, tab sis raws li tag nrho peb cov kev sib tham nrog peb cov neeg siv khoom, peb tab tom npaj tias cov khoom muag ntawm cov neeg siv khoom yuav nyob rau hauv txoj haujlwm zoo dua thaum lub sijhawm ntawd. ”

"Thiab qhov ntawd yog qhov uas peb hais tias peb ib nrab xyoo ntawm cov nyiaj tau los yuav ntau dua li thawj ib nrab, thiab peb yuav cia siab tias yuav txhim kho txuas ntxiv mus dhau ib nrab xyoo ob," CEO hais.