Micron: HBM has been sold out this year, and the vast majority of production capacity has been reserved for next year
胡胡胡美丽_ss
发表于 2024-3-21 11:19:21
204
0
0
Micron: HBM has sold out this year and the vast majority of production capacity has been booked for next year. Micron CEO Sanjay Mehrotra stated on Wednesday during a earnings conference call that demand for AI servers is driving the rapid growth of HBM, DDR5, and data center SSDs. Among them, Micron HBM products are expected to generate billions of dollars in revenue in the 2024 fiscal year, and HBM revenue is expected to make a positive contribution to Micron's DRAM business and overall gross profit margin from the third quarter of the 2024 fiscal year. Mehrotra stated that Micron's HBM production capacity has been sold out this year, and the vast majority of production capacity for 2025 has been booked. In addition, it is expected that the supply of DRAM and NAND industries will be lower than demand in 2024.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Major changes! NVIDIA AI servers are expected to adopt slot design for the first time next year
- Top 20 US Stock Exchange Transactions: Musk claims that China's industrial production capacity has far exceeded that of the United States
- Apple Vision Pro 2 is expected to be mass-produced next year, with "AI+spatial computing" becoming the biggest selling point?
- Will Apple launch a 3000 yuan smartphone next year? There are two major changes
- The 3 millionth complete vehicle has been produced! Shanghai Super Factory Becomes Tesla's' Capacity Responsibility '
- Apple is expanding its retail business in India! We plan to open four new stores and recruit 400 employees next year
- Bold prophecy! Bernstein bets that Bitcoin will rise by $200000 next year
- TSMC's quotation for 5nm and below may rise again next year
- Intel aims to ship 100 million AI PCs next year
- He Xiaopeng: Xiaopeng's car end large model aims to achieve a 100 kilometer takeover once next year
-
随着“银十”结束,各家造车新势力都交出了一份亮眼的成绩单。 理想领跑10月新势力交付榜,鸿蒙智行重回4万辆,零跑、深蓝、极氪、小鹏等单月交付量均创新高,岚图、阿维塔、智己等实现破万,但哪吒却消失在 ...
- fanadam
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
证券时报网讯,热门中概股美股盘前普涨,小鹏汽车、哔哩哔哩涨近5%,蔚来涨超4%,阿里巴巴、拼多多涨超2%。
- p609520
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
何思文表示,“在进博会这个平台上,我们开启的是倾听模式,通过进博会展出各类产品,收集消费者的需求和反馈,进而帮助决定未来进口到中国的产品。过去,汽车行业的许多创新源于美国加州或欧洲。我相信,中国正 ...
- MaxLucky
- 5 小时前
- 支持
- 反对
- 回复
- 收藏
-
11月5日至10日,第七届中国国际进口博览会(下称“进博会”)在国家会展中心(上海)举办。在进博会期间,平安健康医疗科技有限公司(下称“平安健康”)与美敦力(上海)管理有限公司(下称“美敦力”)达成战 ...
- Hidden2
- 前天 17:06
- 支持
- 反对
- 回复
- 收藏