9月30日：美光科技周三预测季度营收将超出预期，并表示客户在其长期供应协议下的承诺已增加至320亿美元，显示出对AI内存芯片的需求持续旺盛。
Sept 30 : Micron Technology forecast quarterly revenue above estimates on Wednesday and said customers had increased commitments under its long-term supply agreements to $32 billion, signaling unabated demand for AI memory chips.
生成式AI的繁荣使得高带宽内存成为数据中心的必需品，这使得作为英伟达关键供应商的美光等公司受益，后者的处理器主导着计算工作负载。
The generative AI boom has made high-bandwidth memory essential for data centers, benefiting companies such as Micron, a key supplier to Nvidia, whose processors dominate computing workloads.
美光的订单远超产能，这在7月促使其将至2035年的美国计划投资提高至2500亿美元以上，因为亚马逊、Alphabet等科技巨头预计今年将在AI基础设施上投入超过7300亿美元。
Micron has seen orders far exceed capacity, which in July led it to lift planned US investments to over $250 billion through 2035, as Amazon, Alphabet and other tech giants are set to spend more than $730 billion on AI infrastructure this year.
在准备好的发言中，CEO Sanjay Mehrotra宣布，美光客户在长期供应协议下的财务承诺大幅增加，总额从6月报告的220亿美元增至320亿美元，其中大部分以现金存款形式存在。
In his prepared remarks, CEO Sanjay Mehrotra announced that Micron's customers have significantly increased their financial commitments under long-term supply agreements, raising the total to $32 billion from the $22 billion reported in June, with the majority of them being in the form of cash deposits.
Mehrotra补充道：“我们预计，2027和2028财年内存和存储的供需状况将比2026财年紧张得多。”
"We expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026," Mehrotra added.
财务总监Mark Murphy表示，美光在这些协议下的剩余履约义务——未来合同收入的关键指标——已升至约1500亿美元，高于上季度报告的约1000亿美元。
Finance chief Mark Murphy said Micron's remaining performance obligations — a key indicator of future contracted revenue — under those agreements had risen to about $150 billion, up from roughly $100 billion reported last quarter.
Murphy表示：“我们预计2027财年将是另一个创纪录的年份，每个季度营收都将实现环比增长。”
"We expect fiscal 2027 to be another record year, with sequential revenue growth each quarter," Murphy said.
根据LSEG汇编的数据，公司预计第一财季营收为615亿美元，上下浮动15亿美元，而分析师平均预期为570.2亿美元。
The company expects first-quarter revenue of $61.5 billion, plus or minus $1.5 billion, compared with analysts' average estimate of $57.02 billion, according to data compiled by LSEG.
预计调整后每股收益为38.15美元，上下浮动1美元，高于35.40美元的预期。
Adjusted profit is expected to be $38.15 per share in the first quarter, plus or minus $1, above estimates of $35.40.
Mehrotra还表示，美光已为其2027财年大部分高带宽内存产量达成协议，并将把2027财年资本支出提高到先前计划之上，以增加产能。
Mehrotra also said that Micron has secured agreements for most of its 2027 high-bandwidth memory output and will increase fiscal 2027 capital spending above prior plans to add capacity.
总部位于爱达荷州博伊西的该公司与韩国竞争对手三星电子和SK海力士展开竞争，后两者主导全球高带宽内存市场“美光的完美财报和预测应当彻底击碎那些对AI建设韧性持怀疑态度的人的幻想，”TECHnalysis Research首席分析师鲍勃·奥唐奈表示。
The Boise, Idaho-based company competes with South Korean rivals Samsung Electronics and SK Hynix, which lead global high-bandwidth memory market "Micron's complete blowout earnings and forecast should put the nail in the coffin of the ongoing doubters about the resiliency of the AI buildout," said Bob O'Donnell, chief analyst at TECHnalysis Research.
第四季度营收增长逾四倍，达到542.3亿美元，超出510.7亿美元的预期。调整后每股收益为33.42美元，高于31.61美元的预期。
Fourth-quarter revenue more than quadrupled to $54.23 billion, beating estimates of $51.07 billion. Adjusted profit came in at $33.42 per share, exceeding estimates of $31.61.