ä¸?¿¡è¯??¸ï?è¡?ä¸?å??¨é?头æ????è¿?ä¸?绩å??è½????好å?½å??å??¨è?ä¸???èµ??ºé??
?????µå?丨ä?ç¾???è´¢æ?¥å?????å¼????½äº§å??¨å??å±?空é?
????ç¾?????å¸?FY23Q2ä¸?绩ï??½å?¨è?ä¸???é£???å½?å¾???å£å¤§å¹?äº???ï¼?ä½?FY23Q3ä¸?绩æ??å¼?ï¼?ä¸??¼ï????å¤???ï¼?ç»?ç«???·å?å?ä¸???ï¼?ä¸??¿æ??????????AI??æ±?????????ä»??计å??¨å????åº?å?23Q2达峰并é??æ¥ä?è°?ï¼???å¥?3H2å??¨å?¨æ??è§þ@?å¤???ï¼?è¡?ä¸?å??¨é?头æ????è¿?ä¸?绩å??è½????ä»???好å?½å??å??¨è?ä¸?å¤???é¢???ä¸?????èµ??ºé????
??????ç¾????¨æ?¥ï?3??29?¥ï???å¸?FY23Q2ä¸?绩ï??????¶å?»æ??å·²è??»ã??
????ç¾???FY23Q2?¥æ?¶å??æ¯?-53ï¼???6.9亿ç???ï¼??¥ä?äº?å¸??ºé?????å½?å¾???äº???23亿ç???ï¼?ä¸?å¹´å???????©æ¶¦22.6亿ç?????Non-GAAP EPS -1.91ç¾???ï¼?ä½?äº?å¸??ºé???ï¼?ä¸?å¹´å????EPSä¸?.14ç¾????????¶å???¸å??è®°å?å?14.3亿ç???ï¼?并é?计ä?ä¸??åºþ@????亿ç???ï¼????¤å?å???è®°å½±??ï¼????¸è?ä¸?IOå·²å??2è¾¾å?°å³°?¼ã??
??????ä¸??¡æ?¥ç??ï¼?23财年Q2ä¸?RAM?¶å??7.22亿ç???ï¼???æ¯?-52.4ï¼?ï¼????-3.8ï¼?ï¼??¥æ?¶è´¡??4ï¼?ï¼??ºè´§??ï¼???bitï¼????å¢???id-teenï¼?ä»·æ?¼ç???-20ï¼?ï¼?NAND?¶å?¥ä¸º8.85亿ç???ï¼???æ¯?-54.8ï¼?ï¼????-19.8ï¼?ï¼??¥æ?¶è´¡??4ï¼?ï¼??ºè´§??ï¼???bitï¼????å¢???id-high single digitï¼?ä»·æ?¼ç???-20ï¼???
??????ç¾???Q3??å¼?ç¬þ@??é¢???ï¼?????å¼????©å???°å???è½???
???????¸æ??å¼?Q3?¥æ??7亿ç???ï¼?ä¸?ä¸?æµ???亿ç???ï¼?ç¬þ@??å¸??ºé???ï¼?Non-GAAP EPS -1.58ç¾???ï¼?ä¸?ä¸?æµ???.07ç¾???ï¼?å¸??ºé???0.9ç¾????????¸å???¶æ??å¼?FY2023èµ????????0亿ç???ï¼?为æ?????å¼?ä¸?ç«??è£???????15ï¼?ï¼?é«?äº?æ¤å??10ï¼???????
??????ä»·æ?¼æ??ç»??è·?è¶?è¿??°é???????è¡?ä¸?产è?½å?©ç?¨ç??/èµ??????????è°?????
??????rendforceï¼?NAND Flash??ä»?2Q4/23Q1/23Q2?????è·?20ï¼?~25ï¼?/10ï¼?~15ï¼?/5ï¼?~10ï¼?ï¼?????å·²æ?¥è??????°é???????è·?å¹???æ¥æ?¶æ??ï¼????¶é?æµ?DRAM??3Q1/Q2?????è·?çº?0ï¼?/10~15ï¼?ï¼?23Q3??å°??»ç?´ç?°é?????????¨å??????è°???稼å?¨ç????èµ?????????rendforceï¼???ä¾???ä¸??¥æ??¸¤åº?AND??å·²ä?22å¹?0??èµ·å??¶å??产é????å°?30ï¼?ï¼????¶ç?????SKæµ·å??å£???西é?¨æ?°æ????è°???23å¹´è????????
????????å¥?3H2??4å¹´ä?游é??æ±?????ï¼?è¡?ä¸?è¿?å¤????ºé????
????ç¾???é¢?è®?3å¹?RAM/NAND??æ±?ï¼???Bitï¼????????ï¼???low-teensï¼??¶ä¸ï¼?
????1ï¼??¶æ?°æ??¸å¿?ä¸???3Q2è§þ@?ï¼?客æ?·å?å???å°??¨å¹´åº????¢å??¥åº·ï¼????¸ç??å¥?3H2 DDR5?¨æ???¡å?¨ç???æ±?????ï¼?并é?计å??4å¹´ä¸æ¸??????¥è?50ï¼?ï¼?????I???¡å??RAM??NAND?°é?????ç»???8x??3xï¼?AI??????为æ?°æ??¸å¿?ç«???¨é??æ±??¿æ??å¢??¿ç??强å?²é©±??????¸å??BM3/CXL?°æ?????å±?ç§???ï¼?
????2ï¼?PCç«??é¢?è®?3å¹?C?ºè´§??æ¯?ä¸?æ»?mid-singleï¼?????ä¸?游å?货已?¾è???¹å??ï¼?FY23H2??æ±?????????¹å??ï¼?
????3ï¼????ºå???ºè?½ç?ç«?????¸é?计å?¨å¹´?ºè?½æ???ºå?ºè´§??æ¯??¥é??ï¼?å¹´å????ä½???é«?ï¼?åº?å???å£æ?¹å??ï¼?汽车ç«?¨³?¥ï?å·¥ä?ç«??ä¸?åº?å?????æ±?23H2?¹å????
?????»ä???è¨?ï¼???ä»??计å??¨å????åº?å?23Q2达峰并é??æ¥ä?è°?ï¼?23H2????è¶?äº??¥åº·æ°´å¹³ï¼?è¡?ä¸?ä¾?è¿?äº?æ±????¼å??????¹å??ï¼?NAND????äº?DRAMå¤?????
??????é£??©å??ç´?ï¼?
????ä¸?游é??æ±?ä¸???é¢???ï¼?????产è?½æ?§å?¶ä???é¢???ï¼?è¡?ä¸?ç«?äº????§ã??
????????èµ?ç??¥ï?
??????ä»??è®?3Q3å??¨ä»·?¼æ??????æ¥æ?è·?ä¼?稳ï?23H2è¡?ä¸????????åº??¨å???ï¼?åº?å????¹ï??¿å??ä¼°å?¼ä?ä½?????ä»???好å???é¢???ä¸???è¡?ä¸??§æ??èµ??ºä?ï¼?建è??³æ³¨ï¼?1ï¼?å??¨æ¨¡ç»?ï¼?2ï¼?å??¨è????设è?ï¼?3ï¼?å??¨é??å¥???????
?³é?????读ï? å???/a>
- ???????¢æ?¨å?ºâ???¾ç??代ç???? AI+ä½?代ç??å¹³å?°é??æ±???????
- å®???èµ??????? ???¨å?¿å?????¢ç?µè??½è¡¥???¿è??¹å·¥ä½?
- ??大é??§è?½æ?ºç?ä¾?ç»? ?¨ç????¢çº½???¹å»ºè®¾æ?ºç?ä¸??
- äº???¹ä?å£åº¦?©æ¶¦????å¢?? ?¢æ?¿è?ä¸??ºæ???¢æ??ç»??¹å??
- ???½å???å¿??¨ç½²?¢æ????? ?¥å?汽车???¶é????????å¢?
- ??å·?å®??½æ??人æ?ºæ?¨å¹¿åº??¨æ?? 为ä?空ç?æµ???è¦?ç»???
- ä¸??ç«??ºå?å¸??ºé??æ±??´æ¶¨ ?½äº§?ºå?æµ·å?????
- ??为å??å¸???é£?液æ?ºå?·â??å·¥å??ä¸??¨è?½æ?°å?? ä¸?大å??ç´??¨å?¨å·¥??ä¸??¨è?½å??å±?
- ?¡ä»·??ç»?¤§æ¶ ?¸å?³å???¸æ???????³æ³¨