[持续更新，关注脚部自媒体]
[涨价涨一年]
[AI PC 和 smartphone 对DRAM单个平均拉动4-8GB，我A遥遥领先，可是已经跌回去了...]
Micron (MU US)
Q1 FY24:
Revenue: $4.7bn (Up 18% QoQ, 16% YoY)
DRAM: $3.4bn (73% of total, Up 24% QoQ)
NAND: $1.2bn (26% of total, Up 2% QoQ)
Gross Margin: Near 1% (Up 10 percentage points QoQ)
Q2 FY24 Forecast:
Revenue: $5.3bn (±$200mn)
Gross Margin: 13% (±150bps)
Return to Profitability: Expected in Q3 FY24
Supply-Demand Balance: Tightening in DRAM & NAND through 2024, price increases expected through 2024
HBM3E Production: Ramp expected in early calendar 2024
PC/Mobile/Auto/Industrial Markets: Inventory near normal, aligning with end-market demand
Data Center Market: Inventory improvement ongoing, normalization expected H1 calendar 2024. Server unit shipments increase expected in mid-single-digit percentage in calendar 2024; robust AI server demand; new GPU and AI accelerator ASICs driving HBM demand
PC Market: Anticipated unit volume growth in low- to mid-single-digit percentage in calendar 2024; AI-on-device PCs ramping in H2 calendar 2024, increasing DRAM & SSD capacity
Mobile Market: Recovery signs, modest growth in smartphone shipments expected in calendar 2024; AI smartphones to increase DRAM capacity
Future Bit Demand Growth CAGRs: DRAM in mid-teens, NAND in low-20s