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美光科技三季度營收37.5億美元高於預期,CEO稱營收低谷已過
格隆匯 06-29 10:35

6月28日週三美股盤後,存儲器大廠美光公佈截至今年6月1日的2023財年第三財季業績。

三季度營收37.5億美元同比降57%

具體財報顯示:

美光科技三季度經調整營收37.5億美元,高於市場預期的36.9億美元,去年同期為86.4億美元,同比下降57%經營虧損14.7億美元,低於市場預期的16.9億美元;調整後利潤率下滑16.1%,下滑幅度低於分析師預期的21.1%;每股虧損1.43美元,低於分析師預期的虧損1.59美元。

其中拆分營收來看,第三財季動態隨機存取存儲器(DRAM)貢獻了71%的營收,閃存設備(NAND)則貢獻了27%的收入。

對於Q4指引,公司預計第四財季調整後營收37億-41億美元,中值高於市場預期的38.7億美元;預計第四財季利潤率將下滑8%-13%,下滑幅度大於市場預期的2.79%。

美光CEO:行業低谷已過 

美光科技總裁兼首席執行官桑賈伊•梅赫羅特拉(Sanjay Mehrotra)表示:

美光第三財季營收、毛利率和每股收益均高於指導區間的中點。存儲器行業已經度過了收入低谷,預計隨着行業供需平衡逐漸恢復,利潤率將有所改善。中國國家互聯網信息辦公室(CAC)最近的決定是一個重大的阻力,正在影響我們的前景,減緩我們的復甦。長期而言,美光的技術領先地位、產品組合和 Operational excellence 將繼續加強我們在多樣化增長市場的競爭定位,包括人工智能和以內存為中心的計算。

美光科技表示,預計2023年的NAND bit產量將低於2022年;晶圓生產的減少將持續到2024年;繼續預計財年資本支出將約為70億美元,因此第四季度約為10億美元。

財報公佈後,美光科技盤後升3.01%,值得注意的是,今年以來,美光科技的股價累計升超34%,優於同期納斯達克綜合指數累計29.86%的升幅。

將在印度建設其首座半導體工廠

此外,據多家媒體報道,美光科技週三與印度政府簽署了一份諒解備忘錄,將在該國古吉拉特邦建立半導體工廠,為其第一家在印工廠

美光上週確認,公司將在印度古吉拉特邦投資高達8.25億美元,建立新的芯片組裝和測試設施,這是該公司在印度的首家工廠。

美光稱,在印度中央政府和古吉拉特邦的支持下,該設施的總投資將達到27.5億美元。其中50%將來自印度中央政府,20%來自古吉拉特邦。

報道稱,印度內閣在總理莫迪對美國進行國事訪問之前批准了該項目。

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