Mukupindura kudzingwa kwaMicron mabasa munguva pfupi yapfuura muChina, Micron yapindura zviri pamutemo musika weCFM flash memory:
Nekuda kwekusashanda zvakanaka kwemari kwezvigadzirwa zveNAND zvemafoni mumusika uye kukura kunonoka zvichienzaniswa nemimwe mikana yeNAND, tichamira kugadzira zvigadzirwa zveNAND zvemafoni mune ramangwana pasi rose, kusanganisira kumisa kugadzirwa kweUFS5.
Micron akati sarudzo iyi inongokanganisa kukura kwezvigadzirwa zveNAND zvepasi rose, uye kambani icharamba ichigadzira nekutsigira dzimwe mhinduro dzeNAND, dzakadai seSSD neNAND mhinduro dzemisika yemotokari nedzimwe dzekupedzisira.
Micron icharamba ichivandudza nekutsigira musika wepasi rose weDRAM wemafoni ne portfolio yezvigadzirwa zveDRAM zvinotungamira muindasitiri.
Mumakore achangopfuura, sezvo makambani makuru etekinoroji akawedzera mari yawo muAI data centers, vagadziri ve semiconductor vakaita seMicron vakaona kuwedzera kwemitengo yemachipisi e high-bandwidth memory (HBM) nekuda kwesimba rawo rekugadzirisa data.
Kambani iyi ikozvino inotarisira mari inosvika mabhiriyoni gumi nerimwe nehafu emadhora ($11.2 bhiriyoni) kota imwe neimwe, nekuchinja-chinja kwemamiriyoni zana emadhora ($100 miriyoni), zvichienzaniswa nezvaitarisirwa kare zvemadhora mabhiriyoni gumi nemazana manomwe ($10.7 bhiriyoni), nekuchinja-chinja kwemamiriyoni mazana matatu emadhora ($300 miriyoni).
Micron yakasimudzawo fungidziro yayo ye "gross margin" yakagadziriswa mukota yechina kusvika pa44.5%, nekuchinja-chinja kwemapoinzi e0.5 muzana, kubva pane zvainge zvambofungidzirwa kare zve42%, nekuchinja-chinja kwemapoinzi e1 muzana.
Kufanotaura kwakagadziridzwa kunoratidza kuvandudzwa kwemitengo, kunyanya yezvigadzirwa zveDynamic Random Access Memory (DRAM).
"Takatarisana nemisika yedu yese yakasiyana pasi rese, uye mitengo yave yakasimba zvikuru," Mukuru weMabhizinesi eMicron Sumit Sadana akadaro pamusangano weindasitiri neMuvhuro. "Takabudirira zvikuru mukusimudzira mitengo."
Nyanzvi ye eMarketer Jacob Bourne akataura kuti zvipingamupinyi zvekuwanikwa kwezvinhu mukugadzirwa kweHBM uye kudiwa kukuru kwehungwaru hwekugadzira zvakabvumira Micron kuisa mitengo yakakwira yezvigadzirwa zvayo, zvichiratidza kudzika kwepurofiti yakaderera yevanogadzira chips dzekurangarira.
Muna Chikumi, Micron yakazivisa hurongwa hwekuwedzera mari yayo yekudyara muUnited States nemadhora mabhiriyoni makumi matatu emadhora, zvichiita kuti mari yayo yese yekudyara ive mabhiriyoni mazana maviri emadhora.
Nguva yekutumira: Nyamavhuvhu-18-2025