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最新消息...這應該不多人知道 $MU
Micron 在技術大會上表示:
「需求在可預見的未來持續增長」
「成本對我們來說是一種信仰」
「我們的資產負債表從未如此強健」
「由於持續的結構性因素,需求持續超過我們的供應能力以及整個產業的供應能力」
「我們專注於滿足客戶需求」
「我們非常專注於能夠提供更高品質的產品」
「我們持續將產品組合轉向更高品質的產品」
「SCA(策略性客戶協議)使我們能夠改善我們的規劃」
「自我們上次財報電話會議以來,我們的財務展望已增強 」
「我們正按計劃在財政第三季度實現另一個大幅記錄自由現金流。」
"Demand continues to grow for the foreseeable future". "Cost is a religion for us".
"Our balance sheet has never been stronger".
"Demand continues to outpace our ability and the industry's ability to supply due to persistent structural factors".
"We focus on meeting customer demand".
"We're just really focused on being able to provide a higher quality product"
"We continue to move our portfolio toward higher quality product"
"SCAs (Strategic Customer Agreements) enable us to improve our planning."
“Our financial outlook has strengthened since our last earnings call.
"We're on track for another substantial record free cash flow in fiscal Q3.“