美光看好供需可望逐步改善 記憶體族群漲 - 工程師
By Sierra Rose
at 2023-03-29T11:14
at 2023-03-29T11:14
Table of Contents
美光看好供需可望逐步改善 記憶體族群漲跌互見
2023/03/29 10:21:26
中央社 記者張建中新竹28日電
美國記憶體廠美光(Micron)看好市場供需可望逐步改善,盤後股價上揚逾1%;不過,今
天並未激勵記憶體族群股價表現,呈漲跌互見局面。
隨著動態隨機存取記憶體(DRAM)與儲存型快閃記憶體(NAND Flash)產品銷售同步滑落
,美光2023會計年度第2季營收滑落至37億美元,季減10%,年減53%,每股虧損1.91美元
。
美光預期,2023會計年度第3季營收將約35億至39億美元,每股虧損約1.51至1.63美元。
此外,美光同時宣布,高階主管減薪、全面停發2023會計年度獎金,預期整體人力縮減比
例將逼近15%,高於原先預估的10%,措施包括裁員及2023年12月底前遇缺不補。
美光指出,部分終端市場客戶庫存已經減少,未來幾個月供需情況可望逐步改善。美光盤
後股價上揚逾1%。
南亞科、華邦電及威剛等記憶體族群今天股價漲跌互見。其中,南亞科開平震盪走低,一
度達61.3元,下跌1.2元;威剛震盪走低,由紅翻黑,下探73.1元,下跌0.6元;華邦電則
維持在平盤24.65元之上震盪。
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