2022년 디램 가격 상승은 마이크론에 호재(2021.12.17)

2021.12.17

12월17일 마감한 마이크론의 종가는 83.00달러, 시총은 929.74억달러.

씨티그룹의 애널리스트 데인리는  2022년에는 디램 수요는 증가하고 공급은 충분치 못하여

디램 가격은 상승할 것이고, 이로인해 마이크론의 이익은 증가할 것으로 예상하며

마이크론의 목표가를 120달러로 제시하고, 2022년 최선호주의 하나로 지목했다.

 

Micron seen gaining from rising DRAM prices in 2022 (NASDAQ:MU) | Seeking Alpha

• Micron Technology (NASDAQ:MU) is set to deliver its fiscal first-quarter results on Dec. 20, but what the company has to say about its business in 2022 is seen as having a greater impact on investor sentiment about the memory chipmaker.
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• That's the viewpoint of Citi analyst Christopher Danely, who said Thursday that prices in DRAM chips--Micron's (MU) bread-and-butter--are expected to increase in the first quarter of next year. Danely said that "low supply growth and demand catalysts" from industry trends are likely to boost Micron's (MU) sales next year.
• 씨티 애널리스트 크리스토퍼 데인리는 목요일 2022년1분기 ㄷ디램 가격이 상승할 것으로 예상했다.
• 데인리는 낮은 공급과 수요 기폭제가 마이크론의 매출을 증가시킬것으로 예상했다.
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• "DRAM spot pricing has started to increase for the first time in six months due to the increased [customer] demand," Danely said, in a research note. Danely added that because of such factors, he expects DRAM pricing will continue to improve and increase throughout 2022 due to "higher demand and lower production."
• 디램 현물가격이 수요 증가로 6개월만에 반등하기 시작하였고,  디램 가격은 높은 수요와 적은 공급으로
• 2022년 내내 상승할 것으로 예상했다.
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• Danely, who has an outperform rating and $120-a-share price target on Micron's (MU) stock, said he believes Micron's (MU) quarterly results next week will be in line with expectations, bu that the company will raise it forecasts for the first quarter of 2022 because of strength in PCs and servers, in addition to the increases in DRAM chip prices.
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• Danely's assessment of Micron's (MU) outlook follows a look at the broader chip sector earlier this month in which he called Micron (MU) one of his "top picks" for 2022.

• Now Read: Catalyst watch for next week: Nike and Micron earnings, SPAC votes and Peloton action