Goldman Sachs noted that the 32GB server module is currently quoted at between 310-315 US dollars, higher than mid-January 300. Goldman Sachs that DRAM supply has been suppressed, the average price is expected to continue to rise.
Delaney said on the 6th, Barclays reported that Micron reported five consecutive quarters better than market expectations. As Micron announced on February 5 to raise the fiscal year 2018 fiscal year second quarter (as of March 2018) fiscal Measured, Delaney deduced from the result of this earnings better than expected range will not be too large.
Goldman Sachs pointed out NAND flash memory quotes were lower due to weaker smartphone market conditions, however, the decline in offer declines after the enterprise computing SSDs have been actively priced for some time.
Micron expects to hold the second quarter earnings call for 2018 fiscal year on March 22. Micron announced on February 5 to raise 2018 fiscal quarter second quarter earnings estimates: non-GAAP revenue estimates Will be between 72.0-73.5 billion US dollars, better than the original estimate of 68.0-72.0 billion US dollars, non-GAAP earnings per share is expected to be between 2.70-2.75 US dollars, better than originally expected 2.51-2.65 US dollars.
The Federal Reserve (FED) announced on February 15 that the January production capacity utilization rate of certain US high-tech industries (computers and peripherals, communications equipment, semiconductors and related electronic components) rose 73.5% from 73.1% in December 2017, Its highest level since September 2011 (74.6%), marking the fifth consecutive month of expansion, marking the longest record since February-November 2014.
Harvest XQ global winner system quotes show that the United States, the semiconductor index component of the Philadelphia Board of Technology March 3 jump gap rose 3.29% to 53.74 US dollars, a record high since September 21, 2000 closing high; the cumulative increase of 109.02% over the past year.
Micron soared 30.69% so far this year, the highest ranking among the top 30 constituent stocks.Philips semiconductor index rose 1.50% on the 6th, to close at 1,396.47 points, a record high; up 11.45% so far this year.