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July 22, 2021
Uncategorized

取得供應華為全部許可 美光Q1營收優預期  

美光科技週三盤後公布最新財報,營收優於預期,且高層表示艱困日子就要到底。公司表示,已經取得所有許可證,可向其最大客戶華為供應一些產品,讓在逐漸放緩的記憶晶片市場中掙扎的美光大大紓解壓力。

美光科技公布2020 財年第一季營收為 51.44 億美元,雖符合預期,但相較 2019 財年同期的 79.13 億美元下降 35%,淨利為 4.91 億美元,相較 2019 財年同期的 32.93 億美元下降 85%。雖然,整體第 1 季營收都較 2019 財年同期衰退,但是其狀況超出華爾街分析師的預期,因而使得美光股價,盤後交易收盤價大漲超過 4%。

美光總裁 Mehrotra 聲明表示,「我們的第一季表現紮實,實現良好的獲利率和正面的自由現金流。公司有強大的執行力,且產業狀況不斷改善,我們對美光第二財季表現很樂觀,第二財季將是我們財務表現的週期性底部」。

在華為的供貨方面,因為美光表示,近期已收到所有之前向政府申請的許可,允許出貨給華為,包括驗證行動裝置以及伺服器業務等相關的新產品,不過,公司也強調由於驗證剛開始,距離實際貢獻營收仍需時間,市場不要有過度期待。但這些訊息至少顯示禁止出貨給華為的干擾,目前正在慢慢消除。

美光預估公司在第二季營收為 45 億美元至 48 億美元,分析師預期 47.8 億美元。下一季度每股獲利約為0.25 美元 ,低於分析師預期的0.35 美元。

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