Ephendula ukuxoshwa kukaMicron muva nje eShayina, uMicron uphendule ngokusemthethweni emakethe yememori ye-CFM flash:
Ngenxa yokusebenza okubuthakathaka kwezezimali okuqhubekayo kwemikhiqizo ye-NAND yeselula emakethe kanye nokukhula okuhamba kancane uma kuqhathaniswa namanye amathuba e-NAND, sizoyeka ukuthuthukiswa komkhiqizo we-NAND yeselula esikhathini esizayo emhlabeni jikelele, okuhlanganisa nokuqedwa kokuthuthukiswa kwe-UFS5.
UMicron uthe lesi sinqumo sithinta kuphela ukuthuthukiswa kwemikhiqizo ye-NAND yeselula yomhlaba wonke, futhi inkampani izoqhubeka nokuthuthukisa nokusekela ezinye izixazululo ze-NAND, njengezixazululo ze-SSD ne-NAND zezimakethe zezimoto nezinye izimakethe zokugcina.
I-Micron izoqhubeka nokuthuthukisa nokusekela imakethe ye-DRAM yeselula yomhlaba wonke ngephothifoliyo ehamba phambili embonini yemikhiqizo ye-DRAM.
Eminyakeni yamuva nje, njengoba izinkampani ezinkulu zobuchwepheshe zikhulise ukutshalwa kwezimali kwazo ezikhungweni zedatha ze-AI, abakhiqizi be-semiconductor abanjengoMicron babone ukwanda kwama-oda ama-chip e-high-bandwidth memory (HBM) ngenxa yamakhono abo anamandla okucubungula idatha.
Le nkampani manje ilindele imali engenayo yekota engu-$11.2 billion, kanye nokushintshashintsha kwe-$100 million, uma kuqhathaniswa nesibikezelo sayo sangaphambilini esingu-$10.7 billion, kanye nokushintshashintsha kwe-$300 million.
I-Micron iphinde yaphakamisa isibikezelo sayo se-gross margin esilungisiwe sekota yesine saya ku-44.5%, ngokuguquguquka kwamaphuzu angu-0.5%, kusukela esibikezelweni sayo sangaphambilini esingu-42%, ngokuguquguquka kwamaphuzu angu-1%.
Isibikezelo esibuyekeziwe sibonisa amanani athuthukisiwe, ikakhulukazi emikhiqizweni yememori yokufinyelela okungahleliwe (i-DRAM).
“Sigxile kuzo zonke izimakethe zethu ezahlukene emhlabeni jikelele, futhi izitayela zamanani zibe namandla kakhulu,” kusho isikhulu sebhizinisi seMicron uSumit Sadana engqungqutheleni yemboni ngoMsombuluko. “Siphumelele kakhulu ekukhuphuleni amanani.”
Umhlaziyi we-eMarketer uJacob Bourne uphawule ukuthi imikhawulo yokuhlinzekwa kokukhiqizwa kwe-HBM kanye nesidingo esinamandla sobuhlakani bokwenziwa kwenze iMicron yakwazi ukubeka amanani aphezulu emikhiqizweni yayo, okuphawula ikhefu emalini yenzuzo ephansi ngokomlando yabenzi be-memory chip.
NgoJuni, iMicron yamemezela izinhlelo zokwandisa utshalomali lwayo e-United States ngamaRandi ayizigidi eziyizinkulungwane ezingama-30, okwenza utshalomali lwayo lonke lube ngamaRandi ayizigidi eziyizinkulungwane ezingama-200.
Isikhathi sokuthunyelwe: Agasti-18-2025