09/28/2024, 05:34 PM UTC
美光科技:为何第四季度业绩没有让我兴奋Micron: Why Q4 Results Didn't Get Me Excited
1、美光在HBM市场的增长是积极的,但管理层约20%的市场份额预期让我感到失望;2、第四季度的主要积极因素是毛利率的提高,这得益于DRAM生产的成本节约和HBM产出的提升;3、美光相对于其内存同行仍处于溢价交易状态,对其整体表现优于竞争对手表示怀疑。1. Micron's growth in the HBM market is positive, but the management's market share outlook of ~20% is a negative surprise; 2. The main positive surprise in Q4 was better gross margins due to cost savings in DRAM production and better HBM yields; 3. Micron still trades at a premium compared to its memory peers, raising doubts about its overall outperformance.
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