Micron Technology 2024财年收益飙升22%,净利润跳涨33%,受益于数据中心和AI需求增长

老虎公告助手
05 Oct 2024
核心亮点:- 净收入同比大幅增长33.2%至778百万美元 - 毛利率上升5.8个百分点至22.0% - 总收入增长21.7%至25,111百万美元
收入拆解:- DRAM收入17.60亿美元,占总收入70.5%,主要来自数据中心、个人电脑和服务器市场 - NAND收入7.23亿美元,占29.0% - 新兴AI和边缘计算应用推动了对高带宽产品的需求
管理层观点展望:管理层预计: - 2025年投产采用EUV制程的新一代1γ节点DRAM产品 - Micron G8和G9 NAND产品将成为主力产品 - EUV制程和先进封装技术将提高产品性能、功耗和成本竞争力 - 在美国等地扩产将推动长期增长,但短期将增加运营成本
运营数据:- 产能利用率提高,成本费用得到控制 - 现金流状况良好,有能力支持资本开支计划 - 因行业条件疲软,过去一年记录了存货减值费用
运营风险:主要风险包括:需求波动、产能扩张带来的潜在成本增加、供应链中断、地缘政治风险、激烈竞争、技术变革、人才短缺等。

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