NOR快閃記憶體漲價?旺宏11月營收月減逾2 - 股票

By Todd Johnson
at 2020-12-07T20:24
at 2020-12-07T20:24
Table of Contents
NOR快閃記憶體漲價?旺宏11月營收月減逾2成
自由財經2020/12/07 15:11
〔記者洪友芳/新竹報導〕市場頻傳NOR快閃記憶體漲價,但記憶體廠旺宏電子(2337)
今公佈自結11月份合併營收為30.1億元,月減21.7%、年減7.5%,創5個月以來新低。1到1
1月累計合併營收為364.94億元,年增12.9%。
華為拉貨旺季已過,旺宏先前預估,10月ROM仍將很好,11、12月會略下滑,第4季ROM與N
OR Flash相對穩健,NAND Flash需求則疲軟,他看好明年宅經濟仍將會是不錯的1年。
中芯遭美國制裁,旺宏雖已看到NOR Flash轉單效應,有的是既有客戶增加需求,有的是
新客戶加入購買行列,但旺宏目標是高品質的應用,不以吸收兆易創新訂單為主。從11月
營收來看,轉單對帶動旺宏的漲價效應不明顯。
https://reurl.cc/VXVD2N
————————
11月份合併營收為30.1億元,月減21.7%、年減7.5%
嗯…越爛越噴…
絕對五十相見!
--
自由財經2020/12/07 15:11
〔記者洪友芳/新竹報導〕市場頻傳NOR快閃記憶體漲價,但記憶體廠旺宏電子(2337)
今公佈自結11月份合併營收為30.1億元,月減21.7%、年減7.5%,創5個月以來新低。1到1
1月累計合併營收為364.94億元,年增12.9%。
華為拉貨旺季已過,旺宏先前預估,10月ROM仍將很好,11、12月會略下滑,第4季ROM與N
OR Flash相對穩健,NAND Flash需求則疲軟,他看好明年宅經濟仍將會是不錯的1年。
中芯遭美國制裁,旺宏雖已看到NOR Flash轉單效應,有的是既有客戶增加需求,有的是
新客戶加入購買行列,但旺宏目標是高品質的應用,不以吸收兆易創新訂單為主。從11月
營收來看,轉單對帶動旺宏的漲價效應不明顯。
https://reurl.cc/VXVD2N
————————
11月份合併營收為30.1億元,月減21.7%、年減7.5%
嗯…越爛越噴…
絕對五十相見!
--
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