Micron, \u00e7ar\u015famba g\u00fcn\u00fc mali d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. \u015eirketin gelir i\u00e7in yakla\u015f\u0131k 50 milyar dolar, d\u00fczeltilmi\u015f br\u00fct k\u00e2r marj\u0131 i\u00e7in yakla\u015f\u0131k %86 ve hisse ba\u015f\u0131na d\u00fczeltilmi\u015f k\u00e2r i\u00e7in yakla\u015f\u0131k 31 dolar y\u00f6nlendirmesi bulunuyor; piyasan\u0131n beklentisi ise 50,4 milyar dolar gelir ve 31,14 dolar EPS seviyesinde.<\/p>\n
\u015eirket, \u00f6nceki \u00e7eyrekte 41,46 milyar dolar gelir ve 25,11 dolar d\u00fczeltilmi\u015f EPS a\u00e7\u0131klam\u0131\u015ft\u0131. Son d\u00f6nemde 16 stratejik m\u00fc\u015fteri anla\u015fmas\u0131 imzalad\u0131\u011f\u0131n\u0131, bu anla\u015fmalar\u0131n b\u00fcy\u00fck k\u0131sm\u0131n\u0131n minimum fiyatlarla toplamda yakla\u015f\u0131k 100 milyar dolar tutar\u0131nda gelir potansiyeli ta\u015f\u0131d\u0131\u011f\u0131n\u0131 ve buna ek olarak 22 milyar dolar m\u00fc\u015fteri depozitosu ile ba\u011fl\u0131 finansal taahh\u00fct bekledi\u011fini s\u00f6ylemi\u015fti.<\/p>\n
Piyasan\u0131n oda\u011f\u0131 bu kez yaln\u0131zca \u00e7eyreklik rakamlarda de\u011fil; Micron\u2019un HBM talebi, fiyatlama, arz k\u0131s\u0131tlar\u0131 ve 2027 mali y\u0131l\u0131na uzanan kapasite g\u00f6r\u00fcn\u00fcm\u00fc verece\u011fi mesajlarda olacak.<\/p>\n
\ud83d\udca1 Bilgi Notu:<\/strong> HBM, yapay zek\u00e2 \u00e7iplerinin veriyle \u00e7ok h\u0131zl\u0131 \u00e7al\u0131\u015fmas\u0131n\u0131 sa\u011flayan, \u00fcst \u00fcste dizilmi\u015f bellek t\u00fcr\u00fcd\u00fcr. Bu \u00fcr\u00fcnlerde talep g\u00fc\u00e7l\u00fc oldu\u011funda \u015firketin sat\u0131\u015flar\u0131 ve k\u00e2r marj\u0131 genelde daha iyi g\u00f6r\u00fcn\u00fcr.<\/p>\n","protected":false},"excerpt":{"rendered":" Micron, \u00e7ar\u015famba g\u00fcn\u00fc mali d\u00f6rd\u00fcnc\u00fc \u00e7eyrek sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klayacak. \u015eirketin gelir i\u00e7in yakla\u015f\u0131k 50 milyar dolar, d\u00fczeltilmi\u015f br\u00fct k\u00e2r marj\u0131 i\u00e7in<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"","footnotes":""},"categories":[8],"tags":[240,5917,28],"class_list":["post-23537","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-bilanco","tag-hbm-talebi","tag-micron"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/23537","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=23537"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/23537\/revisions"}],"predecessor-version":[{"id":23546,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/23537\/revisions\/23546"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=23537"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=23537"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=23537"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}