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2021-07-01

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Micron Tops Estimates; Will Sell Utah Fab to TI for $1.5 Billion<blockquote>美光超出预期；将以 15 亿美元将犹他州工厂出售给德州仪器</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>美光超出预期；将以 15 亿美元将犹他州工厂出售给德州仪器</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":[],"wearingBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","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>美光超出预期；将以 15 亿美元将犹他州工厂出售给德州仪器</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（穆这家半导体巨头公布的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>季度数据和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公司（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，蒙特利尔银行资本市场将美光的评级从大盘上调至跑赢大盘。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，即每股收益 1.52 美元，而去年同期为 8.03 亿美元，即 71 美分。最新调整后每股收益为 1.88 美元。</blockquote> Revenue reached $7.42 billion from $5.44 billion.<blockquote>收入从 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，GAAP 每股收益一致估计为 1.55 美元，调整后为 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，正负一毛钱。调整后利润为 2.30 美元，正负一毛钱。收入应为 82 亿美元，上下浮动 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 对第四财季的调查显示，营收为 78.8 亿美元，利润为 2.05 美元，调整后为 2.18 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>斯里瓦斯塔瓦在报告中表示，该投资公司认为“到 2022 年，供应环境将受到限制，这是由供应动态和资本支出纪律[以及]需求驱动因素共同推动的。”</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>“这是一个建立在基本面积极基础上的看涨期权，我们认为这将导致 2022 年供需失衡持续，与我们之前的想法相比，这对 DRAM 定价产生了积极影响。”</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>这位分析师表示，今年迄今为止，美光股价相对于 SOX 指数“表现明显不佳”，上涨了 10%，而该指数上涨了 20%。PHLX半导体指数周二下跌0.11%，至3345.31点。</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，其中包括来自德州仪器的 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>美光在三月份表示，打算出售 Lehi 工厂并结束 3D XPoint 技术的生产。</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>上次检查时，美光科技股价下跌 1.8%，至 83.48 美元。周二收盘正常，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>美光超出预期；将以 15 亿美元将犹他州工厂出售给德州仪器</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>美光超出预期；将以 15 亿美元将犹他州工厂出售给德州仪器</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（穆这家半导体巨头公布的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>季度数据和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公司（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，蒙特利尔银行资本市场将美光的评级从大盘上调至跑赢大盘。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，即每股收益 1.52 美元，而去年同期为 8.03 亿美元，即 71 美分。最新调整后每股收益为 1.88 美元。</blockquote> Revenue reached $7.42 billion from $5.44 billion.<blockquote>收入从 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，GAAP 每股收益一致估计为 1.55 美元，调整后为 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，正负一毛钱。调整后利润为 2.30 美元，正负一毛钱。收入应为 82 亿美元，上下浮动 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 对第四财季的调查显示，营收为 78.8 亿美元，利润为 2.05 美元，调整后为 2.18 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>斯里瓦斯塔瓦在报告中表示，该投资公司认为“到 2022 年，供应环境将受到限制，这是由供应动态和资本支出纪律[以及]需求驱动因素共同推动的。”</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>“这是一个建立在基本面积极基础上的看涨期权，我们认为这将导致 2022 年供需失衡持续，与我们之前的想法相比，这对 DRAM 定价产生了积极影响。”</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>这位分析师表示，今年迄今为止，美光股价相对于 SOX 指数“表现明显不佳”，上涨了 10%，而该指数上涨了 20%。PHLX半导体指数周二下跌0.11%，至3345.31点。</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，其中包括来自德州仪器的 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>美光在三月份表示，打算出售 Lehi 工厂并结束 3D XPoint 技术的生产。</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>上次检查时，美光科技股价下跌 1.8%，至 83.48 美元。周二收盘正常，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":2606,"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}