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Micron Tops Estimates; Will Sell Utah Fab to TI for $1.5 Billion<blockquote>美光科技超出预期；将以15亿美元将犹他州晶圆厂出售给TI</blockquote>

Micron Technology (MU), the semiconductor powerhouse, reported fiscal-third-quarter net income per s

Micron Tops Estimates; Will Sell Utah Fab to TI for $1.5 Billion<blockquote>美光科技超出预期；将以15亿美元将犹他州晶圆厂出售给TI</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":151762781,"tweetId":"151762781","gmtCreate":1625107795543,"gmtModify":1631890446684,"author":{"id":3581999757617380,"idStr":"3581999757617380","authorId":3581999757617380,"authorIdStr":"3581999757617380","name":"VT6828","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>[思考]&nbsp;</body></html>","htmlText":"<html><head></head><body>[思考]&nbsp;</body></html>","text":"[思考]","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/151762781","repostId":1138844735,"repostType":4,"repost":{"id":"1138844735","kind":"news","pubTimestamp":1625104578,"share":"https://www.laohu8.com/m/news/1138844735?lang=zh_CN&edition=full","pubTime":"2021-07-01 09:56","market":"us","language":"en","title":"Micron Tops Estimates; Will Sell Utah Fab to TI for $1.5 Billion<blockquote>美光科技超出预期；将以15亿美元将犹他州晶圆厂出售给TI</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138844735","media":"thestreet","summary":"Micron Technology (MU), the semiconductor powerhouse, reported fiscal-third-quarter net income per s","content":"Micron Technology&nbsp;(MU), the semiconductor powerhouse, reported fiscal-third-quarter net income per share more than doubled on 36% higher revenue.<blockquote>美光科技(穆半导体巨头）报告称，第三财季每股净利润增长了一倍多，收入增长了36%。</blockquote> The quarterly figures -- and the fourth-quarter outlook -- were stronger than Wall Street analysts' estimates.<blockquote>季度数据以及第四季度前景强于华尔街分析师的预期。</blockquote> The company also said it would sell a Lehi, Utah, fabrication plant to Texas Instruments&nbsp;(TXN)&nbsp;for $1.5 billion.<blockquote>该公司还表示，将把犹他州利希的一家制造厂出售给德州仪器（TXN）15亿美元。</blockquote> And earlier in the day, Micron was upgraded to outperform from market perform at BMO Capital Markets.&nbsp;Analyst Ambrish Srivastava boosted his target price on the Boise, Idaho, company to $110 from $90.<blockquote>当天早些时候，BMO资本市场将美光科技的评级从市场表现上调至跑赢大盘。分析师Ambrish Srivastava将这家位于爱达荷州博伊西的公司的目标价从90美元上调至110美元。</blockquote> For the quarter ended June 3, Micron earned $1.74 billion, or $1.52 a share, compared with $803 million, or 71 cents, in the year-earlier quarter. The latest adjusted earnings were $1.88 a share.<blockquote>截至6月3日的季度，美光科技盈利17.4亿美元，即每股1.52美元，而去年同期为8.03亿美元，即每股71美分。最新调整后收益为每股1.88美元。</blockquote> Revenue reached $7.42 billion from $5.44 billion.<blockquote>营收从54.4亿美元达到74.2亿美元。</blockquote> A survey of analysts by FactSet produced consensus estimates of GAAP earnings of $1.55 a share, or an adjusted $1.72, on revenue of $7.23 billion.<blockquote>FactSet对分析师的一项调查显示，普遍预期GAAP每股收益为1.55美元，调整后每股收益为1.72美元，营收为72.3亿美元。</blockquote> The third-quarter gross margin widened to 42.1% from 32.4%.<blockquote>第三季度毛利率从32.4%扩大至42.1%。</blockquote> For the fourth quarter, Micron expects GAAP net income of $2.23 a share, plus or minus a dime. It sees adjusted profit at $2.30, plus or minus a dime. Revenue should come in at $8.2 billion, plus or minus $200 million.<blockquote>美光预计第四季度GAAP净利润为每股2.23美元，上下浮动1美分。预计调整后利润为2.30美元，上下浮动一毛钱。收入应为82亿美元，正负2亿美元。</blockquote> FactSet's survey for fiscal Q4 was calling for profit of $2.05, or an adjusted $2.18, on revenue of $7.88 billion.<blockquote>FactSet对第四财季的调查预计利润为2.05美元，调整后为2.18美元，营收为78.8亿美元。</blockquote> Srivastava said in his report that the investment firm saw \"a constrained supply environment into 2022, driven by a combination of supply dynamics and capital expenditure discipline [as well as] demand drivers.\"<blockquote>Srivastava在报告中表示，该投资公司认为“在供应动态和资本支出纪律以及需求驱动因素的共同推动下，2022年供应环境将受到限制。”</blockquote> He specifically said that \"this is not a call about the upcoming quarterly earnings. ...<blockquote>他特别表示，“这不是关于即将到来的季度收益的看涨期权。...</blockquote> \"This is a call on a positive underpinning to fundamentals that we see leading to a continued supply-demand imbalance in 2022, with positive implications for DRAM pricing versus our prior thinking.\"<blockquote>“这是一个基于基本面积极支撑的看涨期权，我们认为这将导致2022年供需持续失衡，与我们之前的想法相比，这对DRAM定价产生积极影响。”</blockquote> The analyst said Micron shares have \"underperformed meaningfully\" against the SOX year-to-date, up 10% compared with 20% for the index. The&nbsp;PHLX Semiconductor Index on Tuesday ticked down 0.11% to 3345.31.<blockquote>该分析师表示，今年迄今为止，美光科技股价相对于SOX指数“表现明显落后”，上涨了10%，而该指数的涨幅为20%。PHLX半导体指数周二下跌0.11%，至3345.31。</blockquote> From the sale of the fab Micron said it would receive $1.5 billion of value, consisting of $900 million cash from TI and $600 million from tools and other assets.<blockquote>美光表示，出售晶圆厂将获得15亿美元的价值，其中包括来自TI的9亿美元现金和来自工具和其他资产的6亿美元。</blockquote> Micron in March said it intended to sell the Lehi facility and end production of 3D XPoint technology.<blockquote>美光在3月份表示，打算出售Lehi工厂并最终生产3D XPoint技术。</blockquote> At last check Micron Technology shares were 1.8% lower at $83.48. They closed regular Tuesday trading up 2.5% at $84.98.<blockquote>据最新检查，美光科技股价下跌1.8%，至83.48美元。周二收盘上涨2.5%，至84.98美元。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Tops Estimates; Will Sell Utah Fab to TI for $1.5 Billion<blockquote>美光科技超出预期；将以15亿美元将犹他州晶圆厂出售给TI</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Tops Estimates; Will Sell Utah Fab to TI for $1.5 Billion<blockquote>美光科技超出预期；将以15亿美元将犹他州晶圆厂出售给TI</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nthestreet2021-07-01 09:56\n\n</h4>\n</header>\n<article>\nMicron Technology&nbsp;(MU), the semiconductor powerhouse, reported fiscal-third-quarter net income per share more than doubled on 36% higher revenue.<blockquote>美光科技(穆半导体巨头）报告称，第三财季每股净利润增长了一倍多，收入增长了36%。</blockquote> The quarterly figures -- and the fourth-quarter outlook -- were stronger than Wall Street analysts' estimates.<blockquote>季度数据以及第四季度前景强于华尔街分析师的预期。</blockquote> The company also said it would sell a Lehi, Utah, fabrication plant to Texas Instruments&nbsp;(TXN)&nbsp;for $1.5 billion.<blockquote>该公司还表示，将把犹他州利希的一家制造厂出售给德州仪器（TXN）15亿美元。</blockquote> And earlier in the day, Micron was upgraded to outperform from market perform at BMO Capital Markets.&nbsp;Analyst Ambrish Srivastava boosted his target price on the Boise, Idaho, company to $110 from $90.<blockquote>当天早些时候，BMO资本市场将美光科技的评级从市场表现上调至跑赢大盘。分析师Ambrish Srivastava将这家位于爱达荷州博伊西的公司的目标价从90美元上调至110美元。</blockquote> For the quarter ended June 3, Micron earned $1.74 billion, or $1.52 a share, compared with $803 million, or 71 cents, in the year-earlier quarter. The latest adjusted earnings were $1.88 a share.<blockquote>截至6月3日的季度，美光科技盈利17.4亿美元，即每股1.52美元，而去年同期为8.03亿美元，即每股71美分。最新调整后收益为每股1.88美元。</blockquote> Revenue reached $7.42 billion from $5.44 billion.<blockquote>营收从54.4亿美元达到74.2亿美元。</blockquote> A survey of analysts by FactSet produced consensus estimates of GAAP earnings of $1.55 a share, or an adjusted $1.72, on revenue of $7.23 billion.<blockquote>FactSet对分析师的一项调查显示，普遍预期GAAP每股收益为1.55美元，调整后每股收益为1.72美元，营收为72.3亿美元。</blockquote> The third-quarter gross margin widened to 42.1% from 32.4%.<blockquote>第三季度毛利率从32.4%扩大至42.1%。</blockquote> For the fourth quarter, Micron expects GAAP net income of $2.23 a share, plus or minus a dime. It sees adjusted profit at $2.30, plus or minus a dime. Revenue should come in at $8.2 billion, plus or minus $200 million.<blockquote>美光预计第四季度GAAP净利润为每股2.23美元，上下浮动1美分。预计调整后利润为2.30美元，上下浮动一毛钱。收入应为82亿美元，正负2亿美元。</blockquote> FactSet's survey for fiscal Q4 was calling for profit of $2.05, or an adjusted $2.18, on revenue of $7.88 billion.<blockquote>FactSet对第四财季的调查预计利润为2.05美元，调整后为2.18美元，营收为78.8亿美元。</blockquote> Srivastava said in his report that the investment firm saw \"a constrained supply environment into 2022, driven by a combination of supply dynamics and capital expenditure discipline [as well as] demand drivers.\"<blockquote>Srivastava在报告中表示，该投资公司认为“在供应动态和资本支出纪律以及需求驱动因素的共同推动下，2022年供应环境将受到限制。”</blockquote> He specifically said that \"this is not a call about the upcoming quarterly earnings. ...<blockquote>他特别表示，“这不是关于即将到来的季度收益的看涨期权。...</blockquote> \"This is a call on a positive underpinning to fundamentals that we see leading to a continued supply-demand imbalance in 2022, with positive implications for DRAM pricing versus our prior thinking.\"<blockquote>“这是一个基于基本面积极支撑的看涨期权，我们认为这将导致2022年供需持续失衡，与我们之前的想法相比，这对DRAM定价产生积极影响。”</blockquote> The analyst said Micron shares have \"underperformed meaningfully\" against the SOX year-to-date, up 10% compared with 20% for the index. The&nbsp;PHLX Semiconductor Index on Tuesday ticked down 0.11% to 3345.31.<blockquote>该分析师表示，今年迄今为止，美光科技股价相对于SOX指数“表现明显落后”，上涨了10%，而该指数的涨幅为20%。PHLX半导体指数周二下跌0.11%，至3345.31。</blockquote> From the sale of the fab Micron said it would receive $1.5 billion of value, consisting of $900 million cash from TI and $600 million from tools and other assets.<blockquote>美光表示，出售晶圆厂将获得15亿美元的价值，其中包括来自TI的9亿美元现金和来自工具和其他资产的6亿美元。</blockquote> Micron in March said it intended to sell the Lehi facility and end production of 3D XPoint technology.<blockquote>美光在3月份表示，打算出售Lehi工厂并最终生产3D XPoint技术。</blockquote> At last check Micron Technology shares were 1.8% lower at $83.48. They closed regular Tuesday trading up 2.5% at $84.98.<blockquote>据最新检查，美光科技股价下跌1.8%，至83.48美元。周二收盘上涨2.5%，至84.98美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/investing/micron-tops-estimates-will-sell-utah-fab-to-ti-for-1-5-billion\">thestreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.thestreet.com/investing/micron-tops-estimates-will-sell-utah-fab-to-ti-for-1-5-billion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138844735","content_text":"Micron Technology (MU), the semiconductor powerhouse, reported fiscal-third-quarter net income per share more than doubled on 36% higher revenue.\nThe quarterly figures -- and the fourth-quarter outlook -- were stronger than Wall Street analysts' estimates.\nThe company also said it would sell a Lehi, Utah, fabrication plant to Texas Instruments (TXN) for $1.5 billion.\nAnd earlier in the day, Micron was upgraded to outperform from market perform at BMO Capital Markets. Analyst Ambrish Srivastava boosted his target price on the Boise, Idaho, company to $110 from $90.\nFor the quarter ended June 3, Micron earned $1.74 billion, or $1.52 a share, compared with $803 million, or 71 cents, in the year-earlier quarter. The latest adjusted earnings were $1.88 a share.\nRevenue reached $7.42 billion from $5.44 billion.\nA survey of analysts by FactSet produced consensus estimates of GAAP earnings of $1.55 a share, or an adjusted $1.72, on revenue of $7.23 billion.\nThe third-quarter gross margin widened to 42.1% from 32.4%.\nFor the fourth quarter, Micron expects GAAP net income of $2.23 a share, plus or minus a dime. It sees adjusted profit at $2.30, plus or minus a dime. Revenue should come in at $8.2 billion, plus or minus $200 million.\nFactSet's survey for fiscal Q4 was calling for profit of $2.05, or an adjusted $2.18, on revenue of $7.88 billion.\nSrivastava said in his report that the investment firm saw \"a constrained supply environment into 2022, driven by a combination of supply dynamics and capital expenditure discipline [as well as] demand drivers.\"\nHe specifically said that \"this is not a call about the upcoming quarterly earnings. ...\n\"This is a call on a positive underpinning to fundamentals that we see leading to a continued supply-demand imbalance in 2022, with positive implications for DRAM pricing versus our prior thinking.\"\nThe analyst said Micron shares have \"underperformed meaningfully\" against the SOX year-to-date, up 10% compared with 20% for the index. The PHLX Semiconductor Index on Tuesday ticked down 0.11% to 3345.31.\nFrom the sale of the fab Micron said it would receive $1.5 billion of value, consisting of $900 million cash from TI and $600 million from tools and other assets.\nMicron in March said it intended to sell the Lehi facility and end production of 3D XPoint technology.\nAt last check Micron Technology shares were 1.8% lower at $83.48. They closed regular Tuesday trading up 2.5% at $84.98.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1890,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}