마이크론,어제 폭락후 오늘 반등 이유(2024.10.17)

2024.10.27

 

Why Micron Rallied Today (yahoo.com)

 

Micron Technology (NASDAQ: MU) was caught up in yesterday's semiconductor swoon after ASML Holdings (NASDAQ: ASML) gave soft guidance for 2025. However, today it appears Micron is bouncing back from those fears, which were likely overblown in Micron's case. Shares of the memory chip leader surged 5% today as of 2:38 p.m. ET. In addition, the company unveiled new DDR-5 products for artificial intelligence (AI) PCs that may have sparked renewed enthusiasm.

 

마이크론 테크놀로지(NASDAQ: MU)는 어제 ASML 홀딩스(NASDAQ: ASML)가 2025년에 대한 부진한 가이던스를 제시한 후 반도체 주식 하락의 영향을 받았습니다. 그러나 오늘 마이크론은 이러한 우려가 과도했을 가능성에 힘입어 반등하는 것으로 보입니다. 2:38 p.m. ET 기준으로 이 메모리 칩 리더의 주가는 5% 급등했습니다.

또한, 회사는 인공지능(AI) PC용 새로운 DDR-5 제품을 공개했으며, 이는 투자자들의 새로운 관심을 불러일으켰을 수 있습니다.

 

A recovery day, with an eye on AI Yesterday, ASML guided for a softer-than-expected 2025, noting that while AI revenues remain strong, demand for non-AI chips is recovering slower than expected.

 

AI에 주목하며 반등한 하루  
어제 ASML은 예상보다 부진한 2025년 전망을 제시하면서 AI 관련 수익은 여전히 강세를 보이고 있지만, 비(非) AI 칩에 대한 수요 회복이 예상보다 더딘 상황이라고 언급했습니다.

 

While lower-than-expected demand may be a headwind for Micron, remember that memory pricing moves around much more than logic chips. So if memory players are moderating their capital spending, that could limit supply and therefore buoy memory pricing.

 

예상보다 낮은 수요가 마이크론에게 역풍이 될 수 있지만, 메모리 가격은 로직 칩보다 훨씬 더 변동성이 큽니다. 따라서 메모리 업체들이 자본 지출을 조정한다면 공급을 제한할 수 있고, 이는 메모리 가격을 지탱하는 데 도움이 될 수 있습니다.

 

Furthermore, Micron and other memory players have the option of repurposing existing equipment for high-bandwidth memory (HBM) for AI. So even if other end markets are soft, it appears Micron can redirect equipment toward these highly in-demand AI chips.

 

또한 마이크론과 다른 메모리 업체들은 인공지능(AI)용 고대역폭 메모리(HBM)로 기존 장비를 전환할 수 있는 옵션이 있습니다. 따라서 다른 시장이 부진하더라도, 마이크론은 이러한 높은 수요를 보이는 AI 칩을 위한 장비로 전환할 수 있을 것으로 보입니다.

 

Additionally, today Micron unveiled two new types of DDR-5 memory modules specifically designed for AI personal computers, with clock drivers directly on the memory module, rather than the CPU, as is traditionally the case. Called clocked unbuffered dual inline memory modules (CUDIMM) and clocked small outline dual memory modules (CSODIMM), these new technologies offer speeds that are twice as fast as DDR-4 and 15% faster than traditional DDR-5, and are the first such modified DDR-5 products for AI PCs on the market.

 

또한 오늘 마이크론은 AI 개인용 컴퓨터에 특화된 두 가지 새로운 DDR-5 메모리 모듈을 공개했습니다. 전통적으로는 CPU에 있던 클럭 드라이버를 메모리 모듈에 직접 배치한 것이 특징입니다. 이 새로운 기술은 클럭 비버퍼 듀얼 인라인 메모리 모듈(CUDIMM)과 클럭 소형 아웃라인 듀얼 메모리 모듈(CSODIMM)으로 불리며, DDR-4보다 두 배 빠르고 기존 DDR-5보다 15% 더 빠른 속도를 제공합니다. 이는 AI PC용으로 최초로 수정된 DDR-5 제품입니다.

 

Micron continues to press its technology advantage

Today's release shows that Micron continues to press its technology chops versus peers. Whereas five years ago it was a technology laggard, the company has now caught up with and even surpassed rivals Samsung and SK Hynix in most leading-edge memory technologies.

 

마이크론은 기술적 우위를 계속해서 강화하고 있다  
오늘 발표는 마이크론이 경쟁사들에 비해 기술적 역량을 지속적으로 강화하고 있음을 보여줍니다. 5년 전만 해도 기술적으로 뒤처졌던 마이크론은 이제 대부분의 최첨단 메모리 기술에서 경쟁사인 삼성과 SK 하이닉스를 따라잡았을 뿐만 아니라, 심지어 앞서 나가고 있습니다.

(주: 매출도 순이익도 SK하이닉스에 못미치고,HBM3E 12단도 아직 양산이 안된 상태인데 기술력이 앞선다는 것은

잘못된 분석)

 

Memory is thought of as a commodity-like industry, but as long as Micron keeps pushing ahead with new technology faster than peers, it should become a more dependably profitable business going forward.

 

메모리 산업은 흔히 상품과 유사한 산업으로 여겨지지만, 마이크론이 경쟁사들보다 빠르게 새로운 기술을 지속적으로 선도해 나간다면, 앞으로 더욱 안정적으로 수익을 창출하는 사업이 될 것으로 보입니다.