Ukuphendula kwityala likaMicron eTshayina, uMicron uphendule ngokusesikweni kwimarike yememori ye-CFM flash:
Ngenxa yokusebenza okubuthathaka kwemali kweemveliso ze-NAND eziphathwayo kwimarike kunye nokukhula okucothayo xa kuthelekiswa namanye amathuba e-NAND, siza kuyeka uphuhliso lwemveliso ye-NAND eziphathwayo kwihlabathi liphela kwixesha elizayo, kuquka nokupheliswa kophuhliso lwe-UFS5.
UMicron uthe esi sigqibo sichaphazela kuphela uphuhliso lweemveliso ze-NAND eziphathwayo zehlabathi, kwaye inkampani iya kuqhubeka nokuphuhlisa nokuxhasa ezinye izisombululo ze-NAND, ezifana nee-SSD kunye nezisombululo ze-NAND kwiimarike zeemoto nezinye iindlela zokugqibela.
IMicron iza kuqhubeka nokuphuhlisa nokuxhasa imakethi ye-DRAM yeselula yehlabathi ngepotifoliyo yeemveliso ze-DRAM eziphambili kushishino.
Kwiminyaka yakutshanje, njengoko iinkampani ezinkulu zobuchwepheshe zinyuse utyalo-mali lwazo kumaziko edatha e-AI, abavelisi be-semiconductor abafana neMicron babone ukunyuka kwee-odolo zeetships zememori ye-high-bandwidth (HBM) ngenxa yamandla azo okucubungula idatha.
Le nkampani ngoku ilindele ingeniso yekota ye-$11.2 yeebhiliyoni zeerandi, kunye nokuguquguquka kwe-$100 yezigidi zeerandi, xa kuthelekiswa noqikelelo lwayo lwangaphambili lwe-$10.7 yeebhiliyoni zeerandi, kunye nokuguquguquka kwe-$300 yezigidi zeerandi.
IMicron ikwanyuse uqikelelo lwayo lwe-gross margin olulungisiweyo kwikota yesine ukuya kwi-44.5%, kunye nokuguquguquka kwamanqaku eepesenti eziyi-0.5, ukusuka kuqikelelo lwayo lwangaphambili lwama-42%, kunye nokuguquguquka kwamanqaku eepesenti ezi-1.
Uqikelelo oluhlaziyiweyo lubonisa amaxabiso aphuculweyo, ingakumbi kwiimveliso ze-dynamic random access memory (DRAM).
“Sigxile kuzo zonke iimarike zethu ezahlukeneyo kwihlabathi liphela, kwaye iindlela zokuxabisa zibe namandla kakhulu,” utshilo iGosa eliyiNtloko yeShishini leMicron uSumit Sadana kwinkomfa yoshishino ngoMvulo. “Siphumelele kakhulu ekunyuseni amaxabiso.”
Umhlalutyi we-eMarketer uJacob Bourne uqaphele ukuba imida yokubonelela ngemveliso ye-HBM kunye nemfuno enamandla yobukrelekrele bokwenziwa yenze ukuba iMicron ikwazi ukumisela amaxabiso aphezulu kwiimveliso zayo, nto leyo ephawula ikhefu kwimida yenzuzo ephantsi ngokwembali yabenzi bee-chip zememori.
NgoJuni, iMicron ibhengeze izicwangciso zokunyusa utyalo-mali lwayo eMelika ngeebhiliyoni ezingama-30 zeerandi, nto leyo ethetha ukuba utyalo-mali lwayo lulonke lufikelele kwiibhiliyoni ezingama-200 zeerandi.
Ixesha lokuthumela: Agasti-18-2025