peterhsu2 wrote:
再次細看h大發文獲...(恕刪)
Jessie Shen, DIGITIMES, Taipei [Monday 20 March 2017]
Taiwan-based Macronix International, a maker of mask ROM and flash memory, expects to benefit from robust demand for low-capacity NOR flash products in both 2017 and 2018.
Macronix chairman Miin Wu was quoted in a recent Chinese-language Commercial Times report expressing optimism about the NOR flash market thanks to a ramp-up of demand driven by new applications coupled with limited supply growth. Customers are already queuing up at Macronix and other NOR flash suppliers in order to secure production capacity, Wu was quoted as saying.
With major smartphone vendors looking to adopt AMOLED panels in their flagship models, the penetration of AMOLED displays in the smartphone market is set to expand. With NOR flash used to sustain AMOLED color, NOR flash demand will be driven by the growing adoption of AMOLED panels among smartphones.
On the supply side, Micron Technology reportedly plans to put less focus on its NOR flash business while other memory vendors have no plans to build additional production capacity for NOR flash chips. There will be little room for growth in the global supply of NOR flash.
Macronix president CY Lu was quoted in previous reports saying NOR flash memory prices are expected to grow 5-10% in the first quarter of 2017 and will continue to rise through the end of the year.
請問目前 nor是全面缺貨,還是低容量的nor缺貨?
peterhsu2 wrote:
再次細看h大發文獲...(恕刪)
我沒有大0.0
40億是全年目標，能不能辦到其實有歷史資料，大家可以自己找找看
NOR佔營收60%，ROM佔營收30%，其他10%來看，NOR多賣20%不可能貢獻這麼多獲利
所以我講的是全年獲利目標40億
歷年資料顯示，配息/配股平均在EPS的7成5
也就是EPS2元，配息/配股合計約1.5元，大概是這樣的數字
本益比10倍來計算，EPS 2元 股價 20元，減資前 10元差不多就是頂點
當然，這只是我個人看法，畢竟股票這種東西是賺是賠沒人知道
山中小王 wrote:
請問目前 nor是全面缺貨,還是低容量的nor缺貨?
我的認知是都缺
美光做的NOR屬於中高容量(128Mb ~ 2Gb)，旺宏主打中低容量
高容量NOR的市場其實慢慢的競爭不過低容量的SLC NAND
美光退出之後，這部份的缺額得由旺宏、華邦以及另一家Cypress 吃下來
以128Mb來說，旺宏生產1片128Mb NOR 等於少1片 低容量NOR (產能不變)
假設低容量NOR 為 16Mb，產出100顆 128Mb NOR，但是16Mb NOR減少的量可是數百顆
一來一回間，當然就是全面缺貨了。
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