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2018年全球智能型出货下滑，PC市场从Q3季度开始饱受CPU缺货影响，使得市场需求表现一般，尤其是Q4淡季更加明显，这也侵蚀了美光业绩的成长动能。为了改善2019年存储器价格下滑带来的冲击，美光将2019年的资本支出从先前预算的105亿美元下修至90亿美元。除了美光，三星、西部数据、SK海力士等也曾表示减少资本支出，或者控制产出量，以及减缓下一步投资的计划。因此，在财报中，美光下修2019年DRAM产业bit出货增长率，从先前预估的超过20%下修至16%。K4B4G0846D-BYNB/K4B4G0846E-BCK0/K4B4G0846E-BCMA/K4B4G0846E-BMK0/K4B4G0846E-BMMA/K4B4G0846E-BYK0/K4B4G0846E-BYMA/K4B4G0846E-YCK0/K4B4G0846E-YCMA/K4B4G0846R-BFMA/K4B4G0846R-BHMA/K4B4G1646D-BCH9/K4B4G1646D-BCK0/K4B4G1646D-BCMA/K4B4G1646D-BCNBK4B4G1646D-BFMA/K4B4G1646D-BHMA/K4B4G1646D-BMK0/K4B4G1646D-BMMA/K4B4G1646D-BYH9/K4B4G1646D-BYK0/K4B4G1646D-BYMA/K4B4G1646D-BYNB/K4B4G1646E-BCK0/K4B4G1646E-BCMA/K4B4G1646E-BMK0/K4B4G1646E-BMMA/K4B4G1646E-BYK0/K4B4G1646E-BYMA/K4B4G1646E-YCK0/K4B4G1646E-YCMA/K4B8G0846D-BCK0/K4B8G0846D-BCMA/K4B8G0846D-BCNB/K4B8G0846D-BYK0/K4B8G0846D-BYMA/K4B8G0846D-BYNB/K4B8G1646D-BYNB/K4B8G1646D-MCK0/K4B8G1646D-MCMA/K4B8G1646D-MCNB/K4B8G1646D-MMK0/K4B8G1646D-MMMA/K4B8G1646D-MYK0/K4B8G1646D-MYMA

日前，美光发布了2019财年Q1财报，受市场需求疲软冲击，美光财报业绩已开始走跌。虽然美光2019财年Q1营收79.13亿美元，同比增长16%；净利润32.93亿美元，同比增长23%，但与上个季度相比，营收环比衰退6%，净利润环比下滑24%，正是反映出存储器市场的低迷 K4B1G0846I-BCK0/K4B1G0846I-BCMA/K4B1G0846I-BCNB/K4B1G0846I-BMK0/K4B1G0846I-BMMA/K4B1G0846I-BYK0/K4B1G0846I-BYMA/K4B1G0846I-BYNB/K4B1G1646I-BCK0/K4B1G1646I-BCMA/K4B1G1646I-BCNB/K4B1G1646I-BFMA/K4B1G1646I-BHMA/K4B1G1646I-BMK0/K4B1G1646I-BMMA/K4B1G1646I-BYK0/K4B1G1646I-BYMA/K4B1G1646I-BYNB/K4B2G0846F-BCK0/K4B2G0846F-BCMA/K4B2G0846F-BCNB/K4B2G0846F-BMK0/K4B2G0846F-BMMA/K4B2G0846F-BYK0/K4B2G0846F-BYMA/K4B2G0846F-BYNB/K4B2G1646F-BCK0/K4B2G1646F-BCMA/K4B2G1646F-BCNB/K4B2G1646F-BFMA/K4B2G1646F-BHMA/K4B2G1646F-BMK0/K4B2G1646F-BMMA/K4B2G1646F-BYK0/K4B2G1646F-BYMA/K4B2G1646F-BYNB/K4B4G0846D-BCH9/K4B4G0846D-BCK0/K4B4G0846D-BCMA/K4B4G0846D-BCNB/K4B4G0846D-BMK0/K4B4G0846D-BMMA/K4B4G0846D-BYH9/K4B4G0846D-BYK0/K4B4G0846D-BYMA/