美光宣布：终止业务

Core Viewpoint - Micron Technology announced the cessation of future mobile NAND product development due to ongoing weak financial performance in the mobile NAND market, while continuing to support other NAND solutions and mobile DRAM products [2][3] Group 1: Company Actions - Micron will stop the development of mobile NAND products globally, including the termination of UFS5 development [2] - The company will continue to develop and support other NAND solutions such as SSDs and NAND for automotive and other end markets [2] - Micron's forecast for quarterly revenue has been adjusted to $11.2 billion, with a fluctuation of $100 million, up from a previous forecast of $10.7 billion with a fluctuation of $300 million [2] Group 2: Financial Performance - Micron raised its adjusted gross margin expectation for the fourth quarter to 44.5%, with a fluctuation of 0.5%, compared to a previous expectation of 42% with a fluctuation of 1% [2] - The revised forecast reflects improved pricing, particularly for DRAM products, indicating a strong pricing trend across various end markets [3] Group 3: Market Dynamics - The demand for high-bandwidth memory (HBM) chips has surged due to increased investments in AI data centers by major tech companies, allowing Micron to set higher prices for its products [2][3] - Supply constraints in HBM production and strong AI demand have contributed to a shift in profit margins for memory chip manufacturers, moving away from historically thin margins [3]