[情報] US.MU 美光財報

1. 標題：美光財報
2. 來源：美港股7x24快讯
3. 網址：https://www.ushknews.com/
4. 內文：

2021財年Q3營收74.2億美元，市場預期72.38億美元，去年同期54.38億美元
2021財年Q3每股盈利1.52美元，市場預期1.6美元，去年同期0.71美元。
第三財季營業現金流35.6億美元，市場預期32億美元
第三財季調整后每股盈利1.88美元，市場預期1.72美元。
第三財季資本支出20.4億美元，市場預期18億美元。

預計第四財季營收80億-84億美元，市場預期78.5億美元。
預計第四財季調整后每股盈利2.2-2.4美元。

預計DRAM、NAND的供應將持續緊張至2022年。

將向德州儀器（TXN. O）出售Lehi UT Fab工廠。
銷售帶來的經濟價值為15億美元。
德州儀器（TXN. O）將以9億美元收購美光科技（MU. O）的Lehi UT Fab半導體工廠。

預計2021財年資本支出將"略高於"95億美元。

歷史財報
https://i.imgur.com/uB0eeou.png

-Micron Technology (NASDAQ:MU): FQ3 Non-GAAP EPS of $1.88 beats by $0.17; GAAP EPS of $1.52 misses by $0.06.

-Revenue of $7.42B (+36.4% Y/Y) beats by $160M.

-Gross margin of 42.1% vs. 32.4% Y/Y.

-Investments in capital expenditures, net were $2.04B, which resulted in
adjusted FCF of $1.52B.

-Cash, marketable investments, and restricted cash of $9.82B, for a net cash
position of $3.10B.

-4Q21 Guidance: Revenue $8.2B ± $200M; Gross margin 46.0% ± 1%; Operating
expenses of $955M ± $25M; EPS $2.23 ± $0.10.

-4Q21 Non-GAAP Guidance: Revenue $8.2B ± $200M vs. consensus of $7.89B; Gross margin 47.0% ± 1%; Operating expenses of $900M ± $25M; EPS $2.30 ± $0.10
vs. consensus of $2.15.

-“Micron set multiple market and product revenue records in our third quarter and achieved the largest sequential earnings improvement in our history,”
says CEO Sanjay Mehrotra. “Our industry-leading 1α DRAM and 176-layer NAND
now represent a meaningful portion of our production, and Micron is in the
best position ever to capitalize on the long-term demand trends across the
data center, intelligent edge and user devices.”

- The company expects CY21 DRAM bit industry bit demand growth to be somewhat above 20% with supplies coming in below demand. Micron expects its DRAM bit
supply growth to be below industry demand.

- For the NAND industry, CY21 bit demand growth is expected to be in the
mid-30% range with supply higher than demand. Micron expects its bit supply
growth to come in below the industry.

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就看晚點電話會議中說啥了

主要是正要進入DDR5的時代 這個循環被疫情打亂 搞到延後了..2021H2應該有一點機會 在消費端看到..