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2021-07-01

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Micron sales beat expectations as chip supplies remain tight, prices high<blockquote>芯片供应依然紧张、价格高企，美光销售额超出预期</blockquote>

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It has benefited from the pandemic-induced global shift toward remote work as demand for laptops and other electronic devices soared.<blockquote>美光制造服务于数据存储市场的NAND存储芯片和用于数据中心、智能手机和其他计算设备的DRAM存储芯片。随着对笔记本电脑和其他电子设备的需求飙升，它受益于疫情引发的全球向远程工作的转变。</blockquote> In prepared remarks, Micron Chief Executive Sanjay Mehrotra said the company expects industry-wide supplies of both kinds of chips to remain tight until the end of next year, keeping prices high.<blockquote>美光首席执行官 Sanjay Mehrotra 在准备好的讲话中表示，该公司预计这两种芯片的全行业供应将保持紧张，直到明年年底，从而使价格保持高位。</blockquote> “We believe Micron’s strong financial performance will continue cross-cycle, and over the long term, our revenue growth will outperform the broader semiconductor industry,” Mehrotra said.<blockquote>“Mehrotra 说：”我们相信，美光强劲的财务业绩将继续跨周期保持良好，从长远来看，我们的收入增长将超过更广泛的半导体行业。</blockquote> The company’s revenue for the third quarter ended June 3 rose 36% to $7.42 billion, beating estimates of $7.24 billion, according to IBES data from Refinitiv.<blockquote>根据 Refinitiv 的 IBES 数据，该公司截至 6 月 3 日的第三季度收入增长了 36%，达到 74.2 亿美元，超过了预期的 72.4 亿美元。</blockquote> Excluding items, the company earned $1.88 per share in the quarter, above estimates of $1.72.<blockquote>不包括项目，该公司本季度每股收益为 1.88 美元，高于预期的 1.72 美元。</blockquote> The company also said it will sell a plant in Lehi, Utah, to Texas Instruments Inc. Micron said it expects to get about $1.5 billion for the plant, $900 million of which will be in cash and $600 million of which will be in the value of tools it can either sell to outsiders or move to its other factories. Micron had said it would sell the Utah facility, which it shared with Intel Corp, under a joint venture formed nearly a decade ago, as part of a broader technology strategy shifthere.<blockquote>该公司还表示，将把犹他州利希的一家工厂出售给德州仪器公司。美光表示，预计该工厂将获得约 15 亿美元，其中 9 亿美元将以现金形式出售，6 亿美元将以工具的价值出售给外界或转移到其他工厂。美光曾表示，将出售与英特尔公司在近十年前成立的合资企业下共享的犹他州工厂，作为更广泛技术战略转移的一部分。</blockquote> The company took an impairment charge of $435 million because the $900 million in cash was below the book value of the factory, but Chief Business Officer Sumit Sadana told Reuters in an interview that the factory was on track to generate almost $500 million in losses this year because it was underutilized.<blockquote>该公司承担了 4.35 亿美元的减值费用，因为 9 亿美元现金低于工厂的账面价值，但首席商务官 Sumit Sadana 在接受路透社采访时表示，该工厂今年有望产生近 5 亿美元的损失，因为它没有得到充分利用。</blockquote> Micron also said that its capital expenditures for fiscal 2021 would rise above $9.5 billion, partly driven by pre-payments as it starts to acquire extreme ultraviolet lithography (EUV) machines from Dutch maker ASML Holding NV. The machines are necessary for making the most cutting-edge chips but can cost more than $100 million each.<blockquote>美光还表示，其 2021 财年的资本支出将增至 95 亿美元以上，部分原因是该公司开始从荷兰制造商 ASML Holding NV 收购极紫外光刻 (EUV) 机器的预付款。这些机器对于制造最尖端的芯片是必要的，但每台机器的成本可能超过 1 亿美元。</blockquote> The company stretched out its use of cheaper chipmaker techniques as long as it could but will start using the EUV machines in production in 2024, officials said.<blockquote>官员们表示，该公司尽可能长时间地使用更便宜的芯片制造技术，但将于 2024 年开始在生产中使用 EUV 机器。</blockquote> “EUV is a very big and important tool in the manufacturing line. And EUV itself is a tool that has a long lead time for manufacturing from ASML. The orders have to be placed just about now,” Sadana said.<blockquote>“EUV 是生产线上一个非常大和重要的工具。而 EUV 本身就是一种工具，ASML 的制造周期很长。订单必须现在就下，”萨达纳说。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron sales beat expectations as chip supplies remain tight, prices high<blockquote>芯片供应依然紧张、价格高企，美光销售额超出预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron sales beat expectations as chip supplies remain tight, prices high<blockquote>芯片供应依然紧张、价格高企，美光销售额超出预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nReuters2021-07-01 07:58\n\n</h4>\n</header>\n<article>\n(Reuters) -Micron Technology Inc on Wednesday beat Wall Street estimates for quarterly profit and forecast fourth-quarter revenue above expectations, as tight supplies of memory chips and continued strong demand kept prices high.<blockquote>（路透社） - 美光科技公司（Micron Technology Inc.）周三季度利润超出华尔街预期，并预测第四季度营收高于预期，因存储芯片供应紧张和持续强劲的需求令价格保持高位。</blockquote> The chipmaker forecast current-quarter revenue of $8.2 billion, plus or minus $200 million, while analysts on average were expecting $7.87 billion, according to IBES data from Refinitiv.<blockquote>根据 Refinitiv 的 IBES 数据，这家芯片制造商预计本季度收入为 82 亿美元，上下浮动 2 亿美元，而分析师平均预期为 78.7 亿美元。</blockquote> Micron makes NAND memory chips that serve the data storage market and DRAM memory chips that are used in data centers, smartphones and other computing devices. It has benefited from the pandemic-induced global shift toward remote work as demand for laptops and other electronic devices soared.<blockquote>美光制造服务于数据存储市场的NAND存储芯片和用于数据中心、智能手机和其他计算设备的DRAM存储芯片。随着对笔记本电脑和其他电子设备的需求飙升，它受益于疫情引发的全球向远程工作的转变。</blockquote> In prepared remarks, Micron Chief Executive Sanjay Mehrotra said the company expects industry-wide supplies of both kinds of chips to remain tight until the end of next year, keeping prices high.<blockquote>美光首席执行官 Sanjay Mehrotra 在准备好的讲话中表示，该公司预计这两种芯片的全行业供应将保持紧张，直到明年年底，从而使价格保持高位。</blockquote> “We believe Micron’s strong financial performance will continue cross-cycle, and over the long term, our revenue growth will outperform the broader semiconductor industry,” Mehrotra said.<blockquote>“Mehrotra 说：”我们相信，美光强劲的财务业绩将继续跨周期保持良好，从长远来看，我们的收入增长将超过更广泛的半导体行业。</blockquote> The company’s revenue for the third quarter ended June 3 rose 36% to $7.42 billion, beating estimates of $7.24 billion, according to IBES data from Refinitiv.<blockquote>根据 Refinitiv 的 IBES 数据，该公司截至 6 月 3 日的第三季度收入增长了 36%，达到 74.2 亿美元，超过了预期的 72.4 亿美元。</blockquote> Excluding items, the company earned $1.88 per share in the quarter, above estimates of $1.72.<blockquote>不包括项目，该公司本季度每股收益为 1.88 美元，高于预期的 1.72 美元。</blockquote> The company also said it will sell a plant in Lehi, Utah, to Texas Instruments Inc. Micron said it expects to get about $1.5 billion for the plant, $900 million of which will be in cash and $600 million of which will be in the value of tools it can either sell to outsiders or move to its other factories. Micron had said it would sell the Utah facility, which it shared with Intel Corp, under a joint venture formed nearly a decade ago, as part of a broader technology strategy shifthere.<blockquote>该公司还表示，将把犹他州利希的一家工厂出售给德州仪器公司。美光表示，预计该工厂将获得约 15 亿美元，其中 9 亿美元将以现金形式出售，6 亿美元将以工具的价值出售给外界或转移到其他工厂。美光曾表示，将出售与英特尔公司在近十年前成立的合资企业下共享的犹他州工厂，作为更广泛技术战略转移的一部分。</blockquote> The company took an impairment charge of $435 million because the $900 million in cash was below the book value of the factory, but Chief Business Officer Sumit Sadana told Reuters in an interview that the factory was on track to generate almost $500 million in losses this year because it was underutilized.<blockquote>该公司承担了 4.35 亿美元的减值费用，因为 9 亿美元现金低于工厂的账面价值，但首席商务官 Sumit Sadana 在接受路透社采访时表示，该工厂今年有望产生近 5 亿美元的损失，因为它没有得到充分利用。</blockquote> Micron also said that its capital expenditures for fiscal 2021 would rise above $9.5 billion, partly driven by pre-payments as it starts to acquire extreme ultraviolet lithography (EUV) machines from Dutch maker ASML Holding NV. The machines are necessary for making the most cutting-edge chips but can cost more than $100 million each.<blockquote>美光还表示，其 2021 财年的资本支出将增至 95 亿美元以上，部分原因是该公司开始从荷兰制造商 ASML Holding NV 收购极紫外光刻 (EUV) 机器的预付款。这些机器对于制造最尖端的芯片是必要的，但每台机器的成本可能超过 1 亿美元。</blockquote> The company stretched out its use of cheaper chipmaker techniques as long as it could but will start using the EUV machines in production in 2024, officials said.<blockquote>官员们表示，该公司尽可能长时间地使用更便宜的芯片制造技术，但将于 2024 年开始在生产中使用 EUV 机器。</blockquote> “EUV is a very big and important tool in the manufacturing line. And EUV itself is a tool that has a long lead time for manufacturing from ASML. The orders have to be placed just about now,” Sadana said.<blockquote>“EUV 是生产线上一个非常大和重要的工具。而 EUV 本身就是一种工具，ASML 的制造周期很长。订单必须现在就下，”萨达纳说。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.reuters.com/article/micron-tech-results/update-3-micron-sales-beat-expectations-as-chip-supplies-remain-tight-prices-high-idUSL3N2OC4I1\">Reuters</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.reuters.com/article/micron-tech-results/update-3-micron-sales-beat-expectations-as-chip-supplies-remain-tight-prices-high-idUSL3N2OC4I1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126325248","content_text":"(Reuters) -Micron Technology Inc on Wednesday beat Wall Street estimates for quarterly profit and forecast fourth-quarter revenue above expectations, as tight supplies of memory chips and continued strong demand kept prices high.\nThe chipmaker forecast current-quarter revenue of $8.2 billion, plus or minus $200 million, while analysts on average were expecting $7.87 billion, according to IBES data from Refinitiv.\nMicron makes NAND memory chips that serve the data storage market and DRAM memory chips that are used in data centers, smartphones and other computing devices. It has benefited from the pandemic-induced global shift toward remote work as demand for laptops and other electronic devices soared.\nIn prepared remarks, Micron Chief Executive Sanjay Mehrotra said the company expects industry-wide supplies of both kinds of chips to remain tight until the end of next year, keeping prices high.\n“We believe Micron’s strong financial performance will continue cross-cycle, and over the long term, our revenue growth will outperform the broader semiconductor industry,” Mehrotra said.\nThe company’s revenue for the third quarter ended June 3 rose 36% to $7.42 billion, beating estimates of $7.24 billion, according to IBES data from Refinitiv.\nExcluding items, the company earned $1.88 per share in the quarter, above estimates of $1.72.\nThe company also said it will sell a plant in Lehi, Utah, to Texas Instruments Inc. Micron said it expects to get about $1.5 billion for the plant, $900 million of which will be in cash and $600 million of which will be in the value of tools it can either sell to outsiders or move to its other factories. Micron had said it would sell the Utah facility, which it shared with Intel Corp, under a joint venture formed nearly a decade ago, as part of a broader technology strategy shifthere.\nThe company took an impairment charge of $435 million because the $900 million in cash was below the book value of the factory, but Chief Business Officer Sumit Sadana told Reuters in an interview that the factory was on track to generate almost $500 million in losses this year because it was underutilized.\nMicron also said that its capital expenditures for fiscal 2021 would rise above $9.5 billion, partly driven by pre-payments as it starts to acquire extreme ultraviolet lithography (EUV) machines from Dutch maker ASML Holding NV. The machines are necessary for making the most cutting-edge chips but can cost more than $100 million each.\nThe company stretched out its use of cheaper chipmaker techniques as long as it could but will start using the EUV machines in production in 2024, officials said.\n“EUV is a very big and important tool in the manufacturing line. And EUV itself is a tool that has a long lead time for manufacturing from ASML. The orders have to be placed just about now,” Sadana said.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":2400,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/151406546"}