Lub semiconductor boom ntawm ob xyoos dhau los zoo li yuav xaus.
"Muaj cov neeg siv khoom xav tau thiab cov khoom lag luam cuam tshuam txog kev lag luam cuam tshuam rau kev lag luam thiab yog li peb cov nyiaj txiag-Q4 qhov kev xav," Micron Tus Thawj Coj Sanjay Mehrotra tau hais rau cov kws tshuaj ntsuam hnub Thursday.
Ua ntej hnub, tus tsim ntawm dynamic random access memory (DRAM) thiab NAND chips qhia txog peb lub hlis twg cov nyiaj tau los ntawm $ 8.64 billion, ntawm lub hom phiaj nrog cov kws tshuaj ntsuam 'kev kwv yees, tab sis qhov kev pom thiab cov lus hais txog lwm qhov kev lag luam thev naus laus zis uas siv lub tuam txhab cov chips yog qhov tseem ceeb ntawm cov lus nug feem ntau ntawm lub tuam txhab kev sib tham tom qab tau nyiaj tau los.
"PC chav tsev muag [yog] tam sim no xav tias yuav poob ze li 10% xyoo dhau los los ntawm kev muag khoom muaj zog heev hauv daim ntawv qhia hnub 2021," Mehrotra hais rau cov kws tshuaj ntsuam. "Qhov no piv rau kev lag luam thiab cov neeg siv khoom kwv yees kwv yees li daim ntawv qhia hnub ncaj ncees-2022 PC chav muag khoom thaum pib ntawm lub xyoo no." PCs yog cov neeg siv khoom loj ntawm DRAMs, thiab lawv siv ntau lub cim xeeb rau ib lub kaw lus, tshwj xeeb tshaj yog Macs nrog Apple Inc.
AAPL,
-1.80%
tshiab M1 processor.
Tab sis kev lag luam raug cuam tshuam los ntawm kev tsis muaj zog ntawm cov neeg siv khoom siv hauv Suav teb vim yog COVID kev kaw haujlwm, kev ua tsov rog Lavxias-Ukraine thiab nce nyiaj nce ntxiv.
Tsis tas li ntawd saib: McConnell hem kom scuttle daim nqi uas suav nrog $ 52 nphom rau Asmeskas cov neeg tsim khoom
Tsis tas li ntawd, Mehrotra tau hais tias qhov kev thov rau cov xov tooj smartphones tseem poob qis, thiab Micron tau kwv yees lub xov tooj ntawm tes-chav ntim kom poob qis los ntawm ib nrab-ib-tus lej xyoo dhau los hauv daim ntawv qhia hnub 2022, zoo dua li kev lag luam kev cia siab ua ntej xyoo ntawm ib nrab-tus lej feem pua ntawm kev loj hlob. .
Micron tau hais tias, hauv cov tshuaj tiv thaiv, nws yuav txiav qee qhov ntawm nws cov peev nyiaj siv rau cov khoom siv wafer fab, cov khoom siv uas cov tuam txhab semiconductor siv los ua wafers hauv fabrication chaw, rau nyiaj txiag 2023. poob xyoo dhau ib xyoos, ” Mehrotra hais.
Kev lag luam thiab huab-kev xav tau tseem muaj zog, Micron cov thawj coj tau hais tias, tab sis lawv tau hais ntxiv tias lawv tab tom pom qee cov neeg siv khoom lag luam xav rov qab qee qhov ntawm lawv lub cim xeeb thiab cov khoom khaws cia, vim tsis txaus ntawm lwm cov khoom thiab cov kev lag luam macroeconomic.
Mehrortra txawm hais tias lo lus "kev poob qis," hais tias Micron yuav tawm ntawm qhov kev poob qis hauv txoj haujlwm zoo dua: "Peb tau npaj kom muaj zog dua nyob rau sab nraud ntawm qhov kev poob qis no, yog li peb tau ua tiav zoo, ua haujlwm nrog peb. cov neeg siv khoom kom nkag siab txog cov kev xav tau tshiab tshaj plaws thiab ntau yam kev lag luam kawg, thiab kho peb cov phiaj xwm raws li qhov tsim nyog thiab nrawm li peb tuaj yeem ua tau. "
Lub tuam txhab tau hais tias nws ntseeg tias kev xa khoom thiab kev thov yuav rov qab los nyob rau hauv qhov sib npaug - lossis qhov kev loj hlob yuav rov pib dua - qee zaum hauv 2023, tab sis cov thawj coj tsis meej dua.
Piper/Sandler tus kws tshuaj ntsuam Harsh Kumar tau hais hauv tsab ntawv luv luv tom qab hu tias "Peb xav tias qhov hauv qab yuav tshwm sim nyob rau lub Ob Hlis lossis Tsib Hlis 2023 peb hlis ntuj.
"Lwm qhov teeb meem Micron tau hais txog yog cov khoom lag luam nce qib ntawm cov neeg siv khoom huab, tab sis kev tswj xyuas txuas ntxiv pom cov ncauj lus muaj zog hauv kev ua lag luam kawg no. Peb xav tias qhov no yog qee yam tub ua lag luam yuav tsum tau saib yav tom ntej, "nws hais ntxiv.
Shares ntawm Micron poob qis heev tom qab cov nyiaj tau los tso tawm cov xov hlau, tab sis nws cov shares tau rov qab los, kaw qhov kev sib tham tom qab cov sij hawm tawm tsuas yog 1.4%, rau $ 54.50. Qee cov kws tshuaj ntsuam tau kwv yees qhov ua tau kawg ntawm kev sib kis thoob ntiaj teb nti, thiab tias Micron cov kev taw qhia yuav ua rau cov neeg ua lag luam poob siab.
Tseeb tiag, qhov kev poob qis yuav tau pib lawm. Cov lus nug tam sim no yog, nws puas yuav tig mus rau xyoo tom ntej, thiab ua ib lub neej luv?
Tswv yim: Lub nti boom yuav dhau mus, raws li Micron hais tias nws nyob rau hauv 'kev poob qis'
Lub semiconductor boom ntawm ob xyoos dhau los zoo li yuav xaus.
Memory-chip txiag Micron Technology Inc.
-1.32%
MU,
tau muab qhov kev kwv yees poob qis rau nws lub quarter nyiaj txiag tom ntej rau hnub Thursday, kwv yees tias cov nyiaj tau los loj heev los ntawm $ 1.5 nphom mus rau $ 2.3 billion, raws li COVID-19 kev txwv hauv Suav teb thiab kev thov qeeb rau cov neeg siv khoom ua rau kev muag khoom ntawm lub cim xeeb.
"Muaj cov neeg siv khoom xav tau thiab cov khoom lag luam cuam tshuam txog kev lag luam cuam tshuam rau kev lag luam thiab yog li peb cov nyiaj txiag-Q4 qhov kev xav," Micron Tus Thawj Coj Sanjay Mehrotra tau hais rau cov kws tshuaj ntsuam hnub Thursday.
Ua ntej hnub, tus tsim ntawm dynamic random access memory (DRAM) thiab NAND chips qhia txog peb lub hlis twg cov nyiaj tau los ntawm $ 8.64 billion, ntawm lub hom phiaj nrog cov kws tshuaj ntsuam 'kev kwv yees, tab sis qhov kev pom thiab cov lus hais txog lwm qhov kev lag luam thev naus laus zis uas siv lub tuam txhab cov chips yog qhov tseem ceeb ntawm cov lus nug feem ntau ntawm lub tuam txhab kev sib tham tom qab tau nyiaj tau los.
"PC chav tsev muag [yog] tam sim no xav tias yuav poob ze li 10% xyoo dhau los los ntawm kev muag khoom muaj zog heev hauv daim ntawv qhia hnub 2021," Mehrotra hais rau cov kws tshuaj ntsuam. "Qhov no piv rau kev lag luam thiab cov neeg siv khoom kwv yees kwv yees li daim ntawv qhia hnub ncaj ncees-2022 PC chav muag khoom thaum pib ntawm lub xyoo no." PCs yog cov neeg siv khoom loj ntawm DRAMs, thiab lawv siv ntau lub cim xeeb rau ib lub kaw lus, tshwj xeeb tshaj yog Macs nrog Apple Inc.
-1.80%
AAPL,
tshiab M1 processor.
Tab sis kev lag luam raug cuam tshuam los ntawm kev tsis muaj zog ntawm cov neeg siv khoom siv hauv Suav teb vim yog COVID kev kaw haujlwm, kev ua tsov rog Lavxias-Ukraine thiab nce nyiaj nce ntxiv.
Tsis tas li ntawd saib: McConnell hem kom scuttle daim nqi uas suav nrog $ 52 nphom rau Asmeskas cov neeg tsim khoom
Tsis tas li ntawd, Mehrotra tau hais tias qhov kev thov rau cov xov tooj smartphones tseem poob qis, thiab Micron tau kwv yees lub xov tooj ntawm tes-chav ntim kom poob qis los ntawm ib nrab-ib-tus lej xyoo dhau los hauv daim ntawv qhia hnub 2022, zoo dua li kev lag luam kev cia siab ua ntej xyoo ntawm ib nrab-tus lej feem pua ntawm kev loj hlob. .
Micron tau hais tias, hauv cov tshuaj tiv thaiv, nws yuav txiav qee qhov ntawm nws cov peev nyiaj siv rau cov khoom siv wafer fab, cov khoom siv uas cov tuam txhab semiconductor siv los ua wafers hauv fabrication chaw, rau nyiaj txiag 2023. poob xyoo dhau ib xyoos, ” Mehrotra hais.
Kev lag luam thiab huab-kev xav tau tseem muaj zog, Micron cov thawj coj tau hais tias, tab sis lawv tau hais ntxiv tias lawv tab tom pom qee cov neeg siv khoom lag luam xav rov qab qee qhov ntawm lawv lub cim xeeb thiab cov khoom khaws cia, vim tsis txaus ntawm lwm cov khoom thiab cov kev lag luam macroeconomic.
Mehrortra txawm hais tias lo lus "kev poob qis," hais tias Micron yuav tawm ntawm qhov kev poob qis hauv txoj haujlwm zoo dua: "Peb tau npaj kom muaj zog dua nyob rau sab nraud ntawm qhov kev poob qis no, yog li peb tau ua tiav zoo, ua haujlwm nrog peb. cov neeg siv khoom kom nkag siab txog cov kev xav tau tshiab tshaj plaws thiab ntau yam kev lag luam kawg, thiab kho peb cov phiaj xwm raws li qhov tsim nyog thiab nrawm li peb tuaj yeem ua tau. "
Lub tuam txhab tau hais tias nws ntseeg tias kev xa khoom thiab kev thov yuav rov qab los nyob rau hauv qhov sib npaug - lossis qhov kev loj hlob yuav rov pib dua - qee zaum hauv 2023, tab sis cov thawj coj tsis meej dua.
Piper/Sandler tus kws tshuaj ntsuam Harsh Kumar tau hais hauv tsab ntawv luv luv tom qab hu tias "Peb xav tias qhov hauv qab yuav tshwm sim nyob rau lub Ob Hlis lossis Tsib Hlis 2023 peb hlis ntuj.
"Lwm qhov teeb meem Micron tau hais txog yog cov khoom lag luam nce qib ntawm cov neeg siv khoom huab, tab sis kev tswj xyuas txuas ntxiv pom cov ncauj lus muaj zog hauv kev ua lag luam kawg no. Peb xav tias qhov no yog qee yam tub ua lag luam yuav tsum tau saib yav tom ntej, "nws hais ntxiv.
Shares ntawm Micron poob qis heev tom qab cov nyiaj tau los tso tawm cov xov hlau, tab sis nws cov shares tau rov qab los, kaw qhov kev sib tham tom qab cov sij hawm tawm tsuas yog 1.4%, rau $ 54.50. Qee cov kws tshuaj ntsuam tau kwv yees qhov ua tau kawg ntawm kev sib kis thoob ntiaj teb nti, thiab tias Micron cov kev taw qhia yuav ua rau cov neeg ua lag luam poob siab.
Tseeb tiag, qhov kev poob qis yuav tau pib lawm. Cov lus nug tam sim no yog, nws puas yuav tig mus rau xyoo tom ntej, thiab ua ib lub neej luv?
Tau qhov twg los: https://www.marketwatch.com/story/the-chip-boom-likely-over-as-micron-says-its-in-a-downturn-11656637285?siteid=yhoof2&yptr=yahoo