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美國內存大廠美光科技(MU.US)連續給出黯淡預期 料2023第一季自由現金流為負
格隆匯 08-09 20:53
格隆匯8月9日丨美光科技(MU.US)預計,第四季經調整後營收為72億美元,正負相差約4億美元,此次則是給出營收約會在68至76億美元區間的低端,低於市場預估的72.6億美元,進一步表明個人電腦和遊戲產業需求正在減弱。與此同時,美光也預估2023會計年度第一季自由現金流為負值,且由於出貨下降,該季營收與利潤可能大幅下滑。美光同日稍早時宣佈,計劃在2030年底前投資400億美元,分階段在美國建立“尖端內存製造”業務。該筆投資將創造多達4萬個工作機會,其中包括 5000個高薪的技術與操作人員。美光在美國的內存產量在全球的佔比為2%,藉此最多將提高至10%。美光聲明表示,在芯片法案預估帶來的補貼與回饋下,這項投資案將在美國製造最先進的內存,也稱這是有史以來在美國進行的最大投資案,預計在 2026年至2030年開始生產,不過目前具體的擴張計劃仍在研議中,未來幾周將透露更多細節。
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