AI算力驱动存储需求井喷 美光(MU.US)Q4营收利润指引双双碾压预期

Core Viewpoint - Micron Technology, the largest memory chip manufacturer in the U.S., has released an optimistic quarterly earnings forecast driven primarily by demand for artificial intelligence (AI) devices [1][3] Group 1: Earnings Forecast - The company expects fourth-quarter revenue to reach approximately $10.7 billion, significantly exceeding analysts' average estimate of $9.89 billion [1] - Adjusted earnings per share for the fourth quarter are projected to be around $2.50, notably higher than the market expectation of $2.03 [3] Group 2: Performance Highlights - For the third fiscal quarter ending May 29, the company reported a year-over-year sales increase of 37% to $9.3 billion, surpassing the analyst estimate of $8.85 billion [3] - Adjusted earnings per share for the third quarter were $1.91, exceeding the market consensus of $1.60 by 19% [3] Group 3: Market Demand and Strategy - The demand for high-performance storage products, particularly high bandwidth memory, is expected to continue growing due to the increasing complexity of AI software [1] - The company is also expanding its storage business into emerging markets such as electric vehicles and gaming chips [3] - CEO Sanjay Mehrotra emphasized the importance of maintaining record revenue growth while making prudent investments to solidify technological leadership [1]