Core Viewpoint - Micron Technology, the largest computer memory chip manufacturer in the U.S., has provided an optimistic earnings forecast driven by demand for artificial intelligence devices, projecting Q1 FY2026 revenue of approximately $12.5 billion, exceeding market expectations of $11.9 billion [1] Group 1: Financial Performance - Micron anticipates earnings per share of about $3.75, significantly higher than the market forecast of $3.05 [1] - In Q4 FY2025, sales increased by 46%, reaching $11.3 billion [1] Group 2: Product and Market Position - Micron's high bandwidth memory (HBM) is crucial for developing chips and systems for artificial intelligence models, making it a particularly profitable product [1] - The CEO, Sanjay Mehrotra, noted that the data center business achieved a record high in FY2025 and is entering FY2026 with strong momentum and a highly competitive product portfolio [1] Group 3: Stock Performance - Following the earnings report, Micron's stock rose approximately 3% in after-hours trading and has nearly doubled in value this year [1]
受益于人工智能需求 美光科技发布强劲财报及预期
Xin Lang Cai Jing·2025-09-23 20:55