12/16/2024, 09:37 AM UTC
存储巨头,忧心忡忡Memory Giant Concerns: The Ominous State of the Storage Industry
<p>➀ 美国主要存储器公司美光即将公布其财报。内存市场供应过剩的担忧最近加剧,尤其是传统产品,业界正在密切关注美光科技的前景。</p><p>➁ 尽管美光科技在6月至8月期间的销售额达到77.5亿美元,录得“盈利惊喜”,但预计本季度销售额将继续增长,受高带宽内存(HBM)等高附加值产品的影响。</p><p>➂ 然而,半导体行业最近提出了内存市场不确定性进一步增加的担忧。这是因为除人工智能(AI)之外的通用存储器需求持续低迷,中国后来者正在积极扩大产量,存储的未来正在引发担忧。</p><p>➀ Micron, a major US memory company, is set to release its financial report, as concerns about oversupply in the memory market, especially traditional products, are increasing.</p><p>➁ Despite a 'profit surprise' with $7.75 billion in sales between June and August, Micron expects sales to continue growing this quarter, driven by high-value products like HBM.</p><p>➂ The semiconductor industry is facing uncertainty due to weak demand for general-purpose storage beyond AI and the aggressive expansion of production by Chinese latercomers.</p>
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