Maestri said on the 1st that Apple expects NAND prices to go down soon; in terms of DRAM, the price may also be close to the peak, and it is estimated that it will peak at the end of this year.
Philadelphia Semiconductor Index constituent stock Micron rose 1.76% to close at 46.79 US dollars on May 1, rising 13.79% so far this year. Micron fell 11.81% in April, the largest decline since January 2016.
Micron plunged 0.19% to US$46.70 after the close of trading on May 1.
Micron Technology CEO Sanjay Mehrotra said on the earnings conference call on March 22 that Micron expects the output growth rate of the NAND industry in 2018 (January-December) to be slightly higher than 45%. Mehrotra said at the time that the current DRAM market It is totally different from the market that followed the ups and downs of the PC industry. Memory allows applications such as AI and virtual reality (VR) to be implemented and drives new cloud-based business models, creating a fundamental value that far exceeds the price of bits. .
Broadcom Limited (AVGO.US) announced on April 30 that it will narrow its estimates of non-GAAP net sales in the second quarter of fiscal year 2018 (as of May 6, 1818). To 5 billion US dollars (plus or minus 25 million US dollars). Broadcom and estimates 2018 fiscal year the third quarter net sales of about 50.5 billion US dollars (plus or minus 75 million US dollars).
On April 30, Broadcom CEO Hock Tan said that the wireless chip's decline in the second quarter is expected to continue into the third quarter.
Apple’s US stock market announced on May 1 after the market closes. In the second quarter of 2018 (as of March 31, 2018), sales of iPhones increased by 3% (32% in the quarter) to 52.217 million units; iPad sales increased year-on-year. 2% (quarterly reduction 31%) to 9.113 million units; Mac sales (Mac) sales decreased 3% (quarter decrease 20%) to 4.078 million units.
Philadelphia Semiconductor Index constituent stock Broadcom rose 0.42% to close at 230.38 U.S. dollars on May 1. It has fallen 10.32% so far this year. Broadcom fell 2.64% in April and closed for the fifth consecutive month.
Stephen D. Milligan, chief executive of Western Digital (WDC.US), pointed out on the earnings conference call on April 26th that the decline in NAND Flash memory prices is expected to result in lower gross profit margin this season. (Thomson Reuters StreetEvents)
Western Digital rose 1.27 percent on May 1 to close at $79.79, up only 0.33 percent so far this year. Western Digital fell 14.61 percent in April, the biggest drop since January 2016.
Samsung Electronics Co. pointed out on April 26 that NAND quotes will be weak in the second quarter of 2018.