Western Digital(WDC)
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铠侠提出为 SK 海力士生产芯片,以恢复与西部数据的合并谈判
IT之家· 2024-02-18 00:40
IT之家 2 月 18 日消息,据路透社援引日本共同社报道,日本 3D NAND 闪存制造商铠侠(Kioxia)向其投资者、韩国竞争对手 SK 海力士(SK Hynix)提议,允许其在铠侠位于日本的工厂生产非易失性存储器。此举旨在让 SK 海力士改变其对铠侠与西部数据合并计划的反对态度,目前尚不清楚 SK 海力士是否会对此提议感兴趣。 IT之家注意到,铠侠与西部数据的合并谈判去年陷入停滞,原因是韩国公司 SK 海力士反对美日两家公司合并成大型 3D NAND 闪存芯片巨头。SK 海力士之所以阻挠合并,是因为合并后的公司规模将远超其自身。 为了克服这一障碍并获得 SK 海力士的支持,铠侠提议允许其使用由铠侠和西部数据联合运营的日本 3D NAND 晶圆厂来生产芯片。这一战略性提议旨在为合并获得批准铺平道路,最终在全球 3D NAND 闪存芯片市场中创造一个巨头。 借助铠侠提供的额外产能,SK 海力士可以大幅提升其 3D NAND 存储器产量,而无需投资扩建或新建工厂,这看起来似乎是一个颇具吸引力的提议。然而,该交易的具体财务条款尚未披露。 根据 TrendForce 追踪的 2023 年第三季度市场份额,合并 ...
3 Semiconductor Memory Stocks to Watch: MU, IFNNY, and WDC
InvestorPlace· 2024-02-15 20:20
Semiconductors provide functionality and life to the digital age. Everything from our smartphones, tablets, PCs and even cars are, in some way or another, powered by these tiny silicon-based devices. While providing functionality to a multiplicity of electronic devices in the modern era, semiconductors are also critical to supercharging technological revolutions, including breakthroughs in artificial intelligence (AI), machine learning and quantum computing.Many of these modern semiconductor applications wo ...
Western Digital(WDC) - 2024 Q2 - Quarterly Report
2024-02-11 16:00
Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 29, 2023 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to UNITED STATES SECURITIES AND EXCHANGE COMMISSION Commission file number: 1-8703 WESTERN DIGITAL CORPORATION (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of Delawa ...
Kioxia and Western Digital's Joint Venture To Receive Up To 150 Billion Yen Government Subsidy for Yokkaichi and Kitakami Plants
Businesswire· 2024-02-06 04:00
TOKYO & SAN JOSE, Calif.--(BUSINESS WIRE)--Kioxia Corporation and Western Digital Corporation (NASDAQ: WDC) announced today that their joint venture manufacturing facilities at Yokkaichi and Kitakami plants have been approved to receive an up to 150 billion yen subsidy, including facilities that will produce its latest generation of 3D flash memory based on the innovative wafer bonding technology and future generation advanced nodes. The subsidy will be granted under a designated government program aimed at ...
Western Digital Stock Down Despite Earnings Beat—Key Price Levels to Monitor
Investopedia· 2024-01-26 14:20
Key TakeawaysWestern Digital posted a fiscal second quarter loss that came in considerably narrower than analysts had expected.The hardware maker said it expects to report fiscal third-quarter revenue of between $3.2 billion and $3.4 billion, topping analysts' expectations.The WDC share price had risen sharply ahead of the company's earnings, with key support and resistance areas at $50 and $63, respectively. Western Digital Corporation Source: TradingView.com.Shares in disk drive and data storage manufa ...
Western Digital (WDC) Posts Q2 Loss, Tops Revenue Estimates
Zacks Investment Research· 2024-01-26 14:11
Western Digital Corporation (WDC) reported second-quarter fiscal 2024 non-GAAP loss of 69 cents per share, narrower than the Zacks Consensus Estimate of a loss of $1.13. The company reported a loss of 42 cents in the prior-year quarter.Management anticipated fiscal second-quarter non-GAAP loss per share to be between $1.05 and $1.35. Revenues of $3.032 billion beat the Zacks Consensus Estimate by 1.6%. However, the top line decreased 2% year over year owing to weak performance across Cloud end markets. On a ...
Western Digital(WDC) - 2024 Q2 - Earnings Call Transcript
2024-01-26 00:22
Western Digital Corporation (NASDAQ:WDC) Q2 2024 Earnings Conference Call January 25, 2024 4:30 PM ET Company Participants Peter Andrew - Vice President, Financial Planning and Analyst and Investor Relations David Goeckeler - Chief Executive Officer Wissam Jabre - Chief Financial Officer Conference Call Participants Joe Moore - Morgan Stanley Aaron Rakers - Wells Fargo CJ Muse - Cantor Fitzgerald Karl Ackerman - BNP Paribas Tom O'Malley - Barclays Krish Sankar - TD Cowen Wamsi Mohan - Bank of America Mehdi ...
Western Digital(WDC) - 2024 Q2 - Earnings Call Presentation
2024-01-25 21:51
Fiscal Second Quarter 2024 Financial Results Western Digital January 25, 2024 2 © 2024 WESTERN DIGITAL CORPORATION OR ITS AFFILIATES ALL RIGHTSRESERVED Forward Looking Statements SAFE HARBOR ...
Western Digital's stock dips nearly 4% on revenue decline
Market Watch· 2024-01-25 21:17
Western Digital Corp.’s WDC, +3.96% stock declined nearly 4% in after-hours trading Thursday after the company posted quarterly results. Western Digital reported a fiscal second-quarter net loss of $268 million, or 87 cents a share, compared with a net loss of $446 million, or $1.40 a share, in the same quarter a year ago. Adjusted earnings were a loss of 69 cents a share. Revenue dipped 2% to $3.03 billion from $3.11 billion in the year-ago quarter. Analysts surveyed by FactSet had expected on average a n ...
Western Digital (WDC) to Post Q2 Earnings: Key Factors to Note
Zacks Investment Research· 2024-01-23 15:31
Western Digital (WDC) is scheduled to report second-quarter fiscal 2024 results on Jan 25.For the to-be-reported quarter, management projects non-GAAP loss per share to be between $1.05 and $1.35. The Zacks Consensus Estimate is pegged at a loss of $1.13. WDC reported loss per share of 42 cents in the prior-year quarter.Western Digital expects non-GAAP revenues in the range of $2.85-$3.05 billion. The consensus estimate is currently pegged at $2.99 billion, indicating a decline of 3.7% from the prior-year q ...