Micron Technology Inc. tau xa cov kev pom zoo uas poob qis ntawm qhov kev pom zoo pom, ua rau muaj lus nug txog yuav ua li cas lub lag luam nco yuav nyob rau hauv kev poob qis.
shares
MU,
-3.31%
tau tawm ze li ntawm 6% nyob rau hnub Friday thaum sawv ntxov trading.
Barclays tus kws tshuaj ntsuam Tim O'Malley tau tshaj tawm tias thaum Micron hu tawm PC thiab smartphone tsis muaj zog, nws tseem tsis tau pom cov teeb meem xav tau hauv nws cov lag luam datacenter.
Micron qhov kev xav tsis txaus yog "cov khoom siv ntau dua li qhov xav tau tab sis tsis muaj peev xwm ntawm Data Center tsis tawm ntawm ntug dej hiav txwv tsis tau," nws sau.
"Nyob rau ntawm qhov chaw muab khoom, lub tuam txhab ua txhua yam zoo los ntawm kev txo qis [kev siv nyiaj txiag], kev loj hlob me ntsis, thiab kev xa khoom los ntawm cov khoom muag," nws hais ntxiv. "Peb xav tias cov neeg siv khoom lag luam tsis muaj zog ntxiv thiab twb muaj qhov qhia tau tias qeeb hauv kev lag luam server uas yuav ua rau muaj kev txiav ntxiv."
Thaum lub sij hawm kev lag luam nco tau keeb kwm muaj peev xwm hais txog cov txiaj ntsig tau zoo hauv kev poob qis dhau los, O'Malley tau sau tias "lub voj voog no zoo li yuav hnyav dua li cov voj voog ua ntej, tawm hauv qhov kev sim tseem ceeb thiab cov khoom lag luam yuav ua lag luam mus txog thaum ntawd."
O'Malley khaws nws qhov hnyav hnyav thiab $ 75 lub hom phiaj tsis zoo ntawm cov khoom lag luam. Ntawm 36 tus kws tshuaj ntsuam xyuas los ntawm FactSet uas npog Micron cov khoom lag luam, 31 muaj qhov sib npaug ntawm qhov kev yuav khoom, thaum peb tus nqi Tshuag ntawm tuav thiab ob tus nqi nws muag.
Bank of America's Vivek Arya tsis yog ib qho ntawm cov kws tshuaj ntsuam xyuas ntxiv lawm, raws li kev txhawj xeeb dhau ntawm cov neeg siv khoom-tuag kev lag luam kawg ua rau nws txo qis Micron shares rau nruab nrab ntawm kev yuav.
"Txawm tias tom qab topline nco txog 20%, PC / smartphone (55% + ntawm kev muag khoom) kev xav tau tsis muaj zog yog ua rau cov khoom lag luam nce siab, uas xav tias yuav ua rau ntau lub hlis twg qeeb," nws sau. "Txawm hais tias sab nraud ntawm cov neeg siv khoom lag luam, cov chij daj nyob thoob plaws huab / cov neeg siv khoom lag luam tau tshwm sim, uas tuaj yeem nthuav dav ntev ntawm kev kho cov khoom muag."
Arya zoo li muaj kev ntxhov siab ntau dua ntawm cov kev sib tham hauv datacenter, txawm li cas los xij, sau ntawv tias "[r] tsis hais txog ntawm lub voj voog, huab cov ntaub ntawv chaw siv nyiaj tseem muaj zog, thiab DDR5 xav tias yuav nce mus rau ib nrab ntawm 2022 thiab mus rau xyoo tom ntej."
Evercore ISI's CJ Muse xav tias Micron tau "ripping tawm ntawm pab pawg" nrog nws qhov kev xav thiab pom qhov zoo hauv lub tuam txhab txoj hauv kev kom tau txais txiaj ntsig.
"Micron npaj yuav tswj hwm tus nqi kev qhuab qhia thiab taug kev deb ntawm kev lag luam nrog tus nqi qis dhau," nws sau. "Micron tseem txo nws txoj kev npaj WFE [wafer-fab-equipment] siv hauv FY23 kom txo qis cov khoom lag luam nrog cov phiaj xwm los ua cov khoom muag kom tau raws li qhov xav tau hauv CY23," kev txav nws xav tias yuav "hnyav rau" cov npe khoom siv semiconductor.
(Tshaj tawm ntawm cov tuam txhab chip-khoom siv Lam Research Corp.
LRCX,
-7.63%,
KLA Corp.
KLAC,
-7.24%,
Khoom Siv Inc.
AMAT,
-5.85%,
ASML tuav NV
ASML,
-5.77%
ASML,
-5.40%,
thiab Ultra Clean Holdings Inc.
UCTT,
-9.84%
tau txhua tus tawm ntau dua 5% Friday tom qab Micron tsab ntawv ceeb toom.)
"Hnub kawg, nws tsim nyog sau cia tias Micron muaj CFO tshiab heev [tus thawj coj nyiaj txiag] - peb yuav tsum ntseeg tias muaj qee qhov kev saib xyuas ntau dhau hauv qhov kev pom tshiab," Muse ntxiv, thaum rov hais dua nws qhov kev ua tau zoo tshaj plaws thiab $ 90 "tus nqi mus sij hawm ntev. phiaj.”
Raymond James tus kws tshuaj ntsuam xyuas Melissa Fairbanks pom qhov kev thov cov nyom raws li "feem ntau xav tias yuav ua rau muaj kev txhawj xeeb loj zuj zus ntxiv" thiab pom zoo tias Micron zoo li ua cov kauj ruam yog.
"[W]e tau txais kev txhawb nqa los ntawm lub tuam txhab kev cog lus los tiv thaiv cov txiaj ntsig, thiab thaum nws yuav siv sij hawm rau tag nrho kev lag luam los teb rau cov kev xav tau qis dua, MU qhov kev txiav txim siab los txo qis cov zis me ntsis thiab txiav capex rau FY23 teeb tsa lub tuam txhab mus rau huab cua zoo dua. nyob ze-lub sij hawm turbulence - ua rau lub sij hawm hla lub voj voog profitability lub hom phiaj, "nws sau.
Fairbanks tuav nws qhov kev yuav khoom zoo tab sis txiav nws lub hom phiaj rau $ 72 los ntawm $ 115.
Micron cov Tshuag tau poob txog 44% xyoo rau hnub tim, thaum PHLX Semiconductor Index
SOX,
-3.95%
tau poob 37.8% thiab S&P 500 Performance index
SPX,
+ 0.58%
tau swb 20.9%.
Tej zaum yuav muaj lwm cov khau kom poob tom qab Micron qhov kev xav loj tsis nco
Micron Technology Inc. tau xa cov kev pom zoo uas poob qis ntawm qhov kev pom zoo pom, ua rau muaj lus nug txog yuav ua li cas lub lag luam nco yuav nyob rau hauv kev poob qis.
lub tuam txhab cia siab tias lub yim hli ntuj cov nyiaj tau los ntawm $6.8 billion rau $7.6 billion, thaum cov kws tshuaj ntsuam xyuas los ntawm FactSet tau ua qauv $ 9.15 billion. Micron tus thawj coj lees paub tias "kev lag luam xav tau ib puag ncig tsis muaj zog," taw qhia rau kev ntxhov siab hauv PC thiab smartphone kev lag luam.
Tswvyim: Lub nti boom yuav dhau mus, raws li Micron hais tias nws nyob rau hauv 'kev poob qis'
shares
-3.31%
MU,
tau tawm ze li ntawm 6% nyob rau hnub Friday thaum sawv ntxov trading.
Barclays tus kws tshuaj ntsuam Tim O'Malley tau tshaj tawm tias thaum Micron hu tawm PC thiab smartphone tsis muaj zog, nws tseem tsis tau pom cov teeb meem xav tau hauv nws cov lag luam datacenter.
Micron qhov kev xav tsis txaus yog "cov khoom siv ntau dua li qhov xav tau tab sis tsis muaj peev xwm ntawm Data Center tsis tawm ntawm ntug dej hiav txwv tsis tau," nws sau.
"Nyob rau ntawm qhov chaw muab khoom, lub tuam txhab ua txhua yam zoo los ntawm kev txo qis [kev siv nyiaj txiag], kev loj hlob me ntsis, thiab kev xa khoom los ntawm cov khoom muag," nws hais ntxiv. "Peb xav tias cov neeg siv khoom lag luam tsis muaj zog ntxiv thiab twb muaj qhov qhia tau tias qeeb hauv kev lag luam server uas yuav ua rau muaj kev txiav ntxiv."
Thaum lub sij hawm kev lag luam nco tau keeb kwm muaj peev xwm hais txog cov txiaj ntsig tau zoo hauv kev poob qis dhau los, O'Malley tau sau tias "lub voj voog no zoo li yuav hnyav dua li cov voj voog ua ntej, tawm hauv qhov kev sim tseem ceeb thiab cov khoom lag luam yuav ua lag luam mus txog thaum ntawd."
O'Malley khaws nws qhov hnyav hnyav thiab $ 75 lub hom phiaj tsis zoo ntawm cov khoom lag luam. Ntawm 36 tus kws tshuaj ntsuam xyuas los ntawm FactSet uas npog Micron cov khoom lag luam, 31 muaj qhov sib npaug ntawm qhov kev yuav khoom, thaum peb tus nqi Tshuag ntawm tuav thiab ob tus nqi nws muag.
Bank of America's Vivek Arya tsis yog ib qho ntawm cov kws tshuaj ntsuam xyuas ntxiv lawm, raws li kev txhawj xeeb dhau ntawm cov neeg siv khoom-tuag kev lag luam kawg ua rau nws txo qis Micron shares rau nruab nrab ntawm kev yuav.
"Txawm tias tom qab topline nco txog 20%, PC / smartphone (55% + ntawm kev muag khoom) kev xav tau tsis muaj zog yog ua rau cov khoom lag luam nce siab, uas xav tias yuav ua rau ntau lub hlis twg qeeb," nws sau. "Txawm hais tias sab nraud ntawm cov neeg siv khoom lag luam, cov chij daj nyob thoob plaws huab / cov neeg siv khoom lag luam tau tshwm sim, uas tuaj yeem nthuav dav ntev ntawm kev kho cov khoom muag."
Arya zoo li muaj kev ntxhov siab ntau dua ntawm cov kev sib tham hauv datacenter, txawm li cas los xij, sau ntawv tias "[r] tsis hais txog ntawm lub voj voog, huab cov ntaub ntawv chaw siv nyiaj tseem muaj zog, thiab DDR5 xav tias yuav nce mus rau ib nrab ntawm 2022 thiab mus rau xyoo tom ntej."
Evercore ISI's CJ Muse xav tias Micron tau "ripping tawm ntawm pab pawg" nrog nws qhov kev xav thiab pom qhov zoo hauv lub tuam txhab txoj hauv kev kom tau txais txiaj ntsig.
"Micron npaj yuav tswj hwm tus nqi kev qhuab qhia thiab taug kev deb ntawm kev lag luam nrog tus nqi qis dhau," nws sau. "Micron tseem txo nws txoj kev npaj WFE [wafer-fab-equipment] siv hauv FY23 kom txo qis cov khoom lag luam nrog cov phiaj xwm los ua cov khoom muag kom tau raws li qhov xav tau hauv CY23," kev txav nws xav tias yuav "hnyav rau" cov npe khoom siv semiconductor.
(Tshaj tawm ntawm cov tuam txhab chip-khoom siv Lam Research Corp.
-7.63% ,
-7.24% ,
-5.85% ,
-5.77%
LRCX,
KLA Corp.
KLAC,
Khoom Siv Inc.
AMAT,
ASML tuav NV
ASML,
ASML,
-5.40% ,
-9.84%
thiab Ultra Clean Holdings Inc.
UCTT,
tau txhua tus tawm ntau dua 5% Friday tom qab Micron tsab ntawv ceeb toom.)
"Hnub kawg, nws tsim nyog sau cia tias Micron muaj CFO tshiab heev [tus thawj coj nyiaj txiag] - peb yuav tsum ntseeg tias muaj qee qhov kev saib xyuas ntau dhau hauv qhov kev pom tshiab," Muse ntxiv, thaum rov hais dua nws qhov kev ua tau zoo tshaj plaws thiab $ 90 "tus nqi mus sij hawm ntev. phiaj.”
Raymond James tus kws tshuaj ntsuam xyuas Melissa Fairbanks pom qhov kev thov cov nyom raws li "feem ntau xav tias yuav ua rau muaj kev txhawj xeeb loj zuj zus ntxiv" thiab pom zoo tias Micron zoo li ua cov kauj ruam yog.
"[W]e tau txais kev txhawb nqa los ntawm lub tuam txhab kev cog lus los tiv thaiv cov txiaj ntsig, thiab thaum nws yuav siv sij hawm rau tag nrho kev lag luam los teb rau cov kev xav tau qis dua, MU qhov kev txiav txim siab los txo qis cov zis me ntsis thiab txiav capex rau FY23 teeb tsa lub tuam txhab mus rau huab cua zoo dua. nyob ze-lub sij hawm turbulence - ua rau lub sij hawm hla lub voj voog profitability lub hom phiaj, "nws sau.
Fairbanks tuav nws qhov kev yuav khoom zoo tab sis txiav nws lub hom phiaj rau $ 72 los ntawm $ 115.
Micron cov Tshuag tau poob txog 44% xyoo rau hnub tim, thaum PHLX Semiconductor Index
-3.95%
+ 0.58%
SOX,
tau poob 37.8% thiab S&P 500 Performance index
SPX,
tau swb 20.9%.
Tau qhov twg los: https://www.marketwatch.com/story/there-may-be-another-shoe-to-drop-after-microns-big-outlook-miss-11656687577?siteid=yhoof2&yptr=yahoo