格隆汇12月18日｜由于供应紧张和AI资料中心需求旺盛，记忆体芯片价格飙升，美光科技周三(17日)公 布财报，第一季业绩表现超出预期，并给出了强劲的财测，带动美光科技今日盘前大涨涨超9%报 247.11美元。 美光公布Q1营收136.4亿美元，高于分析师预期的128.4亿美元；净利52.4亿美元；经调整后每股盈余 4.78美元，高于预期的3.95美元。 美光表示，第二季营收预计将达187亿美元，超过分析师预期的142亿美元；每股盈余则预计大幅成长至 8.42美元，超过预期的4.78美元。 | MU 美光科技 | | | | --- | --- | --- | | 225.520 4 -6.990 -3.01% | | 收盘价 12/17 16:00 美东 | | 247.110 ↑ 21.590 +9.57% | | 盘前价 12/18 04:11 美东 | | 二 24 4 4 8 8 9 日 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 | | ● 快捷交易 | | 最高价 237.450 | 开盘价 236.555 | 成交量 4195.71万 | ...

Core Insights - TSMC's Q3 revenue decline was less than expected due to demand from AI manufacturers offsetting the drop in smartphone and laptop chip sales [1] - The company's revenue for July to September was NT$546.7 billion, a year-on-year decrease of 11%, but above analysts' average expectation of NT$531.5 billion [1] - September consolidated revenue reached NT$180.4 billion, down 13.4% year-on-year [1] - Nvidia, a TSMC client, is driving demand for AI-related data centers and memory chips, leading investors to look for signs of AI hype translating into actual sales [1] - TSMC will hold a Q3 earnings call on October 19, where investors will focus on the company's outlook amid concerns over slowing sales growth from tech giants like Apple [1] - TSMC's stock price has risen over 18% this year [1]

三星电子：第一季记忆体芯片获利受到美国对先进芯片出口限制影响。 ...